Microsoft Corporation MSFT and Alibaba Group BABA sit at opposite ends of the globe but on the same technological frontier. Both companies have reshaped themselves into AI-first cloud operators, pouring record capital into new data centers, custom silicon and large language models to capture surging worldwide demand for generative AI tools and services today. The commonality runs deeper than spending alone. Azure and Alibaba Cloud are both posting accelerating growth after years of steadier, single-digit expansion, and both companies have noted that customer demand for AI compute now exceeds available supply.
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