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The 5 questions Google couldn’t answer on it’s earnings call about its AI future

Google faces tough questions on AI strategy in tense earnings call. Analysts probe 5 key concerns as Google Cloud results hint at strong quarters for AWS and Azure.

SVP and Chief Business Officer Philipp Schindler’s insistence that “We’ve been the leader in AI for many, many years” rang hollow against a backdrop of recent public fumbles and delayed product launches. Microsoft’s ability to attract 65% of Fortune 500 companies to its Azure OpenAI services suggests it’s capturing the enterprise AI market more effectively than Google, potentially widening its lead in the cloud space. The absence of specific solutions to recent product reliability issues, coupled with a lack of clear ROI targets for their substantial AI investments, paints a picture of a company potentially losing its footing in a rapidly evolving landscape.

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