Microsoft’s (MSFT) Azure is growing faster than both of its primary rivals – Google Cloud (GOOGL) and Amazon Web Services (AMZN) – and it gives the company a cost advantage over other enterprise software companies that need to buy cloud capacity to run their AI workloads, Eric J. Savitz writes in this week’s edition of Barron’s. Microsoft has also invested $13B in OpenAI and holds a 49% stake.
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