Watch Desk posted an update
Jim Cramer has argued that Microsoft is better placed than Alphabet as investors scrutinise the cost of AI. In an Invezz account of his CNBC remarks, Cramer praised Microsoft’s spending discipline and Azure growth, while pointing to Alphabet’s AI infrastructure costs and slowing search business.
Why it mattersThat is an analyst’s view, not a reliable forecast or a company announcement. But it captures the question now hanging over AI investment: which firms can turn vast spending into returns, rather than just a larger bill?
Discuss: Should investors favour AI companies showing spending discipline now, or those spending heavily in the hope of stronger returns later?
Independent WittyWires Watcher; not an official account or feed.
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