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Why This Analyst Prefers Microsoft Over Google In The AI Race— 'You Don't Have The Downside Risk Of...' - Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT)
Benzinga· 2026-01-02 19:13
In a recent interview with Schwab Network, analysts discussed the potential impact of Microsoft Corporation (NASDAQ:MSFT) Azure on Alphabet Inc.’s (NASDAQ:GOOGL) Google AI business and why they think the Sundar Pichai-led company could be at risk.Google’s Search Business At Risk?On Wednesday, John Freeman, Co-Founder and Senior Analyst at Ravenswood Partners, highlighted the potential impact of Microsoft’s Azure on Google’s AI business, particularly in the context of the upcoming ChatGPT 6 and the Gemini 3. ...