Google’s (Small) Antitrust Victory and Microsoft’s Azure Shift

We had lots of news today, including Microsoft’s decision to start breaking out Azure numbers, and Broadcom projecting bonanza growth in its AI chip business in the next couple of years. Oh, and the Trump administration threw its weight behind OpenAI in its copyright lawsuit against The New York Times Co. We have more on all those below. 

Meanwhile, you’ve heard of the world’s smallest violin. Google may now be playing the world’s smallest trumpet, having won a major victory in what’s arguably the least important antitrust case out there. That would be the ad tech antitrust lawsuit, the second of the two antitrust cases brought by the Justice Department against Google in recent years, and the second the government won—in theory. But as with the first case—over search—the outcome of this one has gone Google’s way. Its punishment for being a monopoly in both cases is so light as to be meaningless.