Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?

Key Takeaways Microsoft Cloud topped $50B in Q2 FY2026, with Azure revenues up 39% year over year.MSFT reported $625B in RPO and guided up to 17% revenue growth for Q3 FY2026.Oracle's OCI grew 68%, but negative free cash flow and software declines weigh on results.Microsoft (MSFT) and Oracle (ORCL) are enterprise technology titans at the forefront of cloud and artificial intelligence, each expanding AI infrastructure and embedding AI deeply across their portfolios in 2026.Their shared cloud ambitions, premi ...