MS is winning clearly, if the Azure $1bn revenue beat is mainly from AI/Copilot they are on track to recoup their OpenAI investment in 10 quarters, likely less.

MS is winning clearly, if the Azure $1bn revenue beat is mainly from AI/Copilot they are on track to recoup their OpenAI investment in 10 quarters, likely less. Google has the ability to build something better than OpenAI but that's not even a certainty