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GOOGL's Google Cloud surged 82% while MSFT's Azure grew 43%, but Alphabet's cheaper valuation makes it the clear enterprise disruptor with momentum.
Alphabet's aggressive capex flipped free cash flow to negative $6 billion while Microsoft still generated $20 billion, making AI capex ROI the pivotal risk.
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Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) just delivered earnings that reframed the enterprise AI race. Microsoft closed fiscal 2026 with Azure crossing $100 billion in annual revenue. Alphabet answered days earlier with Google Cloud growth accelerating to 82%. Both are pouring cash into data centers. Only one is stealing seats the other assumed were locked up.
