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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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Decrypt
April 29, 2026·1 min read
Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating

Image: Decrypt

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

Published by Decrypt

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