Microsoft and Oracle are benefiting from the growing demand for compute due to advancements in AI, with both companies seeing tens of billions in revenue growth from developers like OpenAI. However, Microsoft has a more attractive valuation and is spending heavily to build out capacity for Azure, while Oracle is taking on debt to do the same. This makes Microsoft a better investment option.

Read more at Nasdaq: Oracle vs. Microsoft: Which Artificial Intelligence (AI) Stock Is a Better Buy Right Now?