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techLOW2026-04-29 22:14 UTC

Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating

Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating

Alphabet and Microsoft crushed Q1 estimates on the same day, with Google Cloud up 63% and Microsoft's AI business hitting a $37 billion run rate.

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