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Microsoft (MSFT) and Google (GOOG) - AI Dominates Each EPS Call - Yet There Is One Key Difference

Microsoft (MSFT) and Google (GOOG) - AI Dominates Each EPS Call - Yet There Is One Key Difference

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Jonathan Maietta
Feb 06, 2025
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Microsoft (MSFT) and Google (GOOG) - AI Dominates Each EPS Call - Yet There Is One Key Difference
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The punchline: Microsoft Azure hosts DeepSeek on its AI Foundry and GitHub as Azure is clearly becoming a marketplace for other companies’ AI models, most notably OpenAI. Contrast that to Google, whi…

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