---
title: "MSFT vs GOOGL"
canonical: "https://supercyclehq.com/compare/msft-vs-googl"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["MSFT", "GOOGL"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Microsoft (MSFT) vs Alphabet (GOOGL)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | MSFT | GOOGL |
| --- | --- | --- |
| AI Exposure Score | 75 (Core) | 70 (Core) |
| Price | $530.61 | $284.78 |
| Market cap | $3.94T | $3.50T |
| Change 1d | -0.99% | +0.78% |
| Change 30d | +1.53% | -18.23% |
| Change 1y | +7.68% | +2.40% |
| P/E | 27.69 | 14.87 |
| Buildout layers | Cloud & Hyperscalers, AI Software & Platforms, AI Applications, Foundation Models | Cloud & Hyperscalers, AI Software & Platforms, Foundation Models |

## Microsoft (MSFT)

**AI exposure:** Sells Azure AI infrastructure and Copilot subscriptions into the cloud and software layers, monetizing its OpenAI partnership across enterprise customers. Azure AI growth now drives the investment thesis, though Office, Windows, and gaming remain large non-AI businesses.

Microsoft spans the Cloud & Hyperscalers, Foundation Models, AI Software & Platforms, and AI Applications layers, one of the few companies present at every level of the stack. It rents AI infrastructure through Azure, trains its own MAI models alongside the frontier models it serves through its OpenAI partnership, and sells Copilot subscriptions on top of the world's most widely used work software. Azure AI growth now drives the investment thesis, though Office, Windows, and gaming remain large non-AI businesses. Supercycle scores it 75 out of 100.

Full profile: https://supercyclehq.com/stock/microsoft.md

## Alphabet (GOOGL)

**AI exposure:** Monetizes AI through Google Cloud, Gemini models, and custom TPUs, while AI powers its core search and advertising products. The thesis hinges on AI expanding cloud share and defending search economics, with a huge ad business behind it.

Alphabet spans three layers of the AI buildout: Cloud & Hyperscalers, AI Software & Platforms, and Foundation Models. It trains frontier models with Gemini and DeepMind, runs them on its own TPU chips, and sells AI capacity and tooling through Google Cloud and Vertex AI. AI also defends and powers its core search and advertising franchise. The thesis hinges on AI expanding its cloud share while protecting search economics, with one of the world's largest ad businesses funding the effort.

Full profile: https://supercyclehq.com/stock/alphabet.md

## Related comparisons

- [AMZN vs MSFT](https://supercyclehq.com/compare/amzn-vs-msft.md)
- [META vs GOOGL](https://supercyclehq.com/compare/meta-vs-googl.md)
- [ORCL vs MSFT](https://supercyclehq.com/compare/orcl-vs-msft.md)
- [TSLA vs GOOGL](https://supercyclehq.com/compare/tsla-vs-googl.md)

---

Source: https://supercyclehq.com/compare/msft-vs-googl. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.