@andrewbrady16: Replying to @Kemp100 Honestly Microsoft and Google were super close in the rankings so I understand your perspective. #google #microsoft #investing

andrewbrady16
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Monday 10 August 2026 00:08:19 GMT
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rockn53
Rockn53 :
First of all, Microsoft AI percentage is only 10% so he’s wrong there right off the bat. Azure accounts for 30%, and Microsoft 365 is around 25%. The key to the revenue is their subscription service. They have one of the strongest moats in the industry.
2026-08-10 00:56:23
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