Thursday, January 29, 2026 at 2:59 PM
The crawled content discusses Microsoft's growth in AI and cloud revenue, highlighting a 39% increase in Azure revenue, while the WSJ headline focuses on the company's data-center spending overshadowing its earnings surge.
Plus, software’s hard reboot
AI is supercharging Google’s advertising and cloud-computing businesses, and the company is ramping up spending to unheard-of levels.
Earnings at the company’s core semiconductor business rose sharply amid demand for advanced chips needed for the AI infrastructure build-out.
Lured by its big, tech-savvy population, Google and other giants are sinking tens of billions into the Indian market.