Quick Read – Google (GOOGL) Cloud jumped 63% while Microsoft (MSFT) pays OpenAI and builds its own MAI models, creating a costly dual-track burden. – Microsoft faces a securities fraud class action and 4,800 job cuts as Google’s owned TPUs hold margins at 36% despite doubled…
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Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) both reported earnings on April 29, 2026, and the results now read very differently after this week’s news that Microsoft is replacing OpenAI and Anthropic models with its own MAI system inside Excel and Outlook. One company is defending margins. The other is compounding them.
Full Stack Google vs. a Microsoft Rebuild Google’s Q1 FY2026 was carried by owned infrastructure. Cloud revenue jumped to $20.03 billion, up 63%, with backlog nearly doubling to over $460 billion. Gemini is now processing more than 16 billion tokens per minute via API, up 60% quarter over quarter.