By Namrata Sen
Publication Date: 2026-01-02 22:31:00
In a recent interview with Schwab Network, analysts discussed the potential impact of Microsoft Corporation (NASDAQ:MSFT) Azure on Alphabet Inc.’s (NASDAQ:GOOGL) Google AI business and why they think the Sundar Pichai-led company could be at risk.
On Wednesday, John Freeman, Co-Founder and Senior Analyst at Ravenswood Partners, highlighted the potential impact of Microsoft’s Azure on Google’s AI business, particularly in the context of the upcoming ChatGPT 6 and the Gemini 3. Johnson pointed out that Google’s traditional business model, which relies on providing links instead of giving direct answers, has been impacted by ChatGPT, and this shift could potentially cut into Google’s revenues.
“Anything on the margin that clips it, I think would really…hurt the stock,” he stated.
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