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Artificial intelligence (AI) has driven some of the biggest growth stories of 2025. This earnings season revealed two things: AI is already boosting revenue at scale, and the race for compute, chips, and talent will reshape spending for years. This combination creates significant opportunities as well as short-term pain. Tech giants Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL) are investing heavily in AI, but each represents a very different kind of AI bet.
Let’s find out which is the better AI play for the long term.