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Microsoft is still winning the cloud war against Google — but in AI, it's all to play for
- Microsoft and Google are competing for AI dominance and investing heavily in the field.
- Google's cloud revenue grew 35% year over year, driven by accelerated growth in AI products.
- Microsoft's Intelligent Cloud segment, including Azure, increased by 20% year over year.
- Investors are closely watching for returns on AI investments from both companies.
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