Alphabet and Microsoft are competing to become the next $5 trillion company, driven by AI cloud services growth. Alphabet's Google Cloud revenue surged 82%, showing rapid expansion but relies on raising capital and increasing debt to fund its $175-$185 billion capex plan. Microsoft’s Azure grew 43%, supported by strong free cash flow and recurring AI revenue from Microsoft 365 Copilot, allowing it to fund expansion internally. The race hinges on whether Alphabet can convert its cloud backlog into revenue fast enough and if Microsoft can sustain its cash flow advantage as AI demand grows.
Alphabet shares are trading at USD 342.50, down 1.93% on Pluang, while Microsoft is priced at USD 527.90, down 2.14%. Microsoft has a longer typical hold time of 142 days compared to Alphabet's 86 days, indicating different investor behaviors. These figures are as of Oct 17, 2026 00:01 WIB.
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