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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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At the start of the year, I had picked Microsoft to be the best-positioned hyperscaler, driven by enterprise-focused revenue, Azure's strong growth, and leadership in AI/cloud monetization. My bullish card has played out so far, but Alphabet's recent Q2 earnings just raised the bar higher, with GCP accelerating sequentially from a record of $250M+ deals. Meanwhile, last quarter, Microsoft exceeded expectations, with Azure accelerating to 35% YoY growth and Microsoft Cloud delivering record performance, fueled by AI demand.
