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Microsoft Azure
Cloud
Alphabet vs. Microsoft earnings: Why investors see their AI spending differently
Both hyperscalers posted healthy revenue gains, but Alphabet stock dropped more than 10% after earnings. That’s because there was one big difference.
Diana Goovaerts
Oct 29, 2026 1:30pm
Opinion: The AI factory is leaving the data center
Oct 12, 2026 12:58pm
Microsoft launches Frontier Company with $2.5B for scaling enterprise AI transformation
Jul 2, 2026 9:34am
Learner’s permits are the secret to AT&T’s internal AI rollout
Apr 23, 2026 4:44pm
My, oh Maia! Microsoft’s new chip could be a big win for telcos
Jan 26, 2026 4:57pm
AI is forcing a multi-cloud reckoning
Dec 4, 2025 10:05am
