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Google Thinks It Can Cash In on Generative AI. Microsoft Already Has
While both Alphabet and Microsoft boasted strong earnings, only one tech giant showed that its generative AI bet is starting to pay off.
How investors, workers, and potential customers perceive the rivals’ dueling efforts could determine which gets the better chunk of the hundreds of billions of dollars in spending expected to flow to such software in the coming years. In a call with financial analysts on Thursday, Nadella touted that Microsoft now has 1.8 million customers for GitHub Copilot, a generative AI tool that helps engineers write software code. On Google’s core business of search, Pichai didn’t share revenue figures related to experiments to summarize query results using generative AI.
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