{"id":15684,"date":"2026-10-29T10:20:36","date_gmt":"2026-10-29T09:20:36","guid":{"rendered":"https:\/\/dailyai.com\/?p=15684"},"modified":"2026-10-29T10:20:36","modified_gmt":"2026-10-29T09:20:36","slug":"google-and-microsoft-spent-alike-on-ai-only-one-still-made-cash","status":"publish","type":"post","link":"https:\/\/dailyai.com\/es\/2026\/10\/google-and-microsoft-spent-alike-on-ai-only-one-still-made-cash\/","title":{"rendered":"Google y Microsoft invirtieron lo mismo en IA. Solo una de ellas obtuvo ganancias."},"content":{"rendered":"

Alphabet gast\u00f3 51.400 millones de d\u00f3lares en edificios, servidores y chips en tres meses. Sus operaciones generaron 42.300 millones de d\u00f3lares. Esto la dej\u00f3 con un d\u00e9ficit de 9.100 millones de d\u00f3lares, siendo el segundo trimestre consecutivo en que el desarrollo de su IA ha costado m\u00e1s de lo que genera el negocio. Microsoft gast\u00f3 en una escala similar y a\u00fan as\u00ed obtuvo 18.600 millones de d\u00f3lares. Este es el an\u00e1lisis de Alphabet sobre por qu\u00e9 se abri\u00f3 esta brecha y por qu\u00e9 creemos que el mercado la est\u00e1 interpretando de forma demasiado simplista.<\/strong><\/p>\n\n\n\n

Los n\u00fameros<\/h2>\n\n\n\n

Ambas compa\u00f1\u00edas presentaron sus resultados el mi\u00e9rcoles correspondientes al trimestre finalizado el 30 de septiembre. comunicado de resultados<\/a> Muestra un gasto de capital (capex, dinero para centros de datos y los chips que contienen) de 51.400 millones de $, superior a los 24.000 millones de $ del a\u00f1o anterior. El flujo de caja operativo cay\u00f3 a 42.300 millones de $ desde los 48.400 millones de $. El flujo de caja libre, el efectivo restante despu\u00e9s de ese gasto, fue de -9.100 millones de $.<\/p>\n\n\n\n

Microsoft estado de flujos de efectivo<\/a> muestra $58.0 mil millones de operaciones, un aumento de 29%, y $39.4 mil millones pagados por propiedad y equipo. Eso deja $18.6 mil millones de flujo de caja libre. Su cifra principal de capex fue $45.2 mil millones, porque tambi\u00e9n cuenta $7.4 mil millones de arrendamientos de centros de datos, dijo la directora financiera Amy Hood en el conferencia telef\u00f3nica sobre resultados<\/a>.<\/p>\n\n\n\n

Los inversores se decantaron r\u00e1pidamente por un bando. Las acciones de Alphabet bajaron alrededor de 10% en las operaciones previas a la apertura del jueves, mientras que las de Microsoft subieron casi 4%., CNBC inform\u00f3<\/a>. Una ca\u00edda de m\u00e1s de 9,77% ser\u00eda la peor reacci\u00f3n de Alphabet a sus resultados desde que sali\u00f3 a bolsa en 2004.<\/p>\n\n\n\n

No es una historia de IA que no paga<\/h2>\n\n\n\n

Ser\u00eda f\u00e1cil interpretar esto como que la apuesta de Google por la IA no est\u00e1 funcionando. El mismo comunicado dice lo contrario. Los ingresos de Google Cloud aumentaron 1031 TP6T a $30.7 mil millones, y los ingresos totales de Alphabet aumentaron 251 TP6T a $127.6 mil millones. Los ingresos por b\u00fasqueda crecieron 121 TP6T. Sundar Pichai dijo que Alphabet ahora tiene una tasa de ingresos anuales de medio bill\u00f3n de d\u00f3lares.<\/p>\n\n\n\n

El crecimiento de Microsoft tambi\u00e9n fue s\u00f3lido, pero no superior. Azure, que Microsoft ahora reporta en d\u00f3lares, gener\u00f3 $33.2 mil millones, un aumento de 48%. Google Cloud creci\u00f3 m\u00e1s del doble de r\u00e1pido. El d\u00e9ficit de Alphabet no se debe a un problema de demanda, sino a un problema de sincronizaci\u00f3n y, en parte, contable.<\/p>\n\n\n\n

\u00bfPor qu\u00e9 el dinero se ve tan diferente?<\/h2>\n\n\n\n

En nuestra opini\u00f3n, tres factores explican la mayor parte de la diferencia, y solo uno de ellos tiene que ver con la calidad de la inteligencia artificial de cada empresa.<\/p>\n\n\n\n

Primero, c\u00f3mo pagan. Microsoft arrienda parte de su capacidad y alquila m\u00e1s a proveedores externos, por lo que parte del costo se refleja en trimestres posteriores. Hood dijo que parte de esa capacidad de terceros lleg\u00f3 a finales de este trimestre, lo que mantuvo el gasto por debajo de los m\u00e1s de $50 mil millones que Microsoft hab\u00eda planeado. La cifra de capex de Alphabet es simplemente efectivo pagado por propiedad y equipo, y dise\u00f1a sus propios chips TPU, por lo que una mayor parte de su factura aparece a medida que se paga. DailyAI inform\u00f3 recientemente que Google ahora vender esas patatas fritas a Oracle<\/span><\/span> y OpenAI<\/span><\/span><\/a>, lo que convierte parte de ese gasto en ingresos.<\/p>\n\n\n\n

En segundo lugar, \u00bfqui\u00e9n ya est\u00e1 pagando? Microsoft tiene 1.700.677.000 millones de d\u00f3lares en contratos comerciales firmados que a\u00fan no se han contabilizado como ingresos, un aumento de 731.600.000 millones de d\u00f3lares. Hood afirm\u00f3 que el flujo de caja operativo aument\u00f3 gracias a la s\u00f3lida facturaci\u00f3n y cobro de la nube. El flujo de caja operativo de Alphabet disminuy\u00f3 a pesar del crecimiento de los ingresos.<\/p>\n\n\n\n

En tercer lugar, el plan. Microsoft espera un gasto de capital de m\u00e1s de $50 mil millones el pr\u00f3ximo trimestre y alrededor de $170 mil millones este a\u00f1o calendario. Alphabet mantuvo su pron\u00f3stico para 2026 entre $195 mil millones y $205 mil millones y les dijo a los analistas que el gasto \u201caumentar\u00e1 significativamente\u201d en 2027., Seg\u00fan Reuters<\/a>. Los inversores pueden tolerar un mal trimestre. Lo que est\u00e1n valorando es una factura mayor el pr\u00f3ximo a\u00f1o, sin una cifra concreta.<\/p>\n\n\n\n

Nuestra opini\u00f3n<\/h2>\n\n\n\n

Creemos que el mercado acierta al observar el flujo de caja y se equivoca al considerar un solo trimestre como un veredicto definitivo. El flujo de caja libre de Alphabet en los \u00faltimos 12 meses sigue siendo positivo, con 19.700 millones de d\u00f3lares en $, seg\u00fan su propia conciliaci\u00f3n. Est\u00e1 gastando por encima de los ingresos que a\u00fan no ha registrado. Microsoft, en cambio, est\u00e1 gastando en funci\u00f3n de los ingresos que ya ha confirmado.<\/p>\n\n\n\n

Ambas son apuestas. La de Microsoft es m\u00e1s segura este a\u00f1o porque sus clientes se han comprometido. La de Alphabet podr\u00eda pagar m\u00e1s si Cloud sigue duplic\u00e1ndose, pero tiene que seguir duplic\u00e1ndose. Meta, que Planea vender hasta $95 mil millones en nuevas acciones<\/a> Para financiar su desarrollo, se muestra lo que sucede cuando una empresa deja de pagar la IA \u00fanicamente con efectivo.<\/p>\n\n\n\n

Qu\u00e9 ver<\/h2>\n\n\n\n

Dos cifras nos dir\u00e1n qui\u00e9n tiene raz\u00f3n. La primera es la cifra de inversi\u00f3n de capital de Alphabet para 2027, que a\u00fan no ha publicado. La segunda es si los ingresos de Google Cloud se mantienen a la par. Si el gasto aumenta m\u00e1s r\u00e1pido que Cloud, el d\u00e9ficit de 9.100 millones de d\u00f3lares de este trimestre se convertir\u00e1 en una tendencia en lugar de una ca\u00edda puntual.<\/p>\n\n\n\n

Para quienes poseen estas acciones, la pr\u00e1ctica recomendada es sencilla: consultar conjuntamente el flujo de caja operativo y las inversiones de capital en cada estado de flujo de caja trimestral, no solo los ingresos. Plataformas de inversi\u00f3n como Kyro, que conectan las cuentas de corretaje con modelos de IA, pueden acceder a estas cifras, pero los informes originales son de libre acceso.<\/p>","protected":false},"excerpt":{"rendered":"

Alphabet invirti\u00f3 51.400 millones de d\u00f3lares en el desarrollo de IA durante un trimestre y termin\u00f3 con un d\u00e9ficit de 9.100 millones de d\u00f3lares. Microsoft invirti\u00f3 una cantidad similar y obtuvo un d\u00e9ficit de 18.600 millones de d\u00f3lares. Nuestro an\u00e1lisis explica por qu\u00e9 y qu\u00e9 aspectos tener en cuenta.<\/p>","protected":false},"author":16,"featured_media":15685,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[87],"tags":[],"class_list":["post-15684","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinions"],"yoast_head":"\nAlphabet's $9.1bn Cash Gap vs Microsoft: The AI Spending Test<\/title>\n<meta name=\"description\" content=\"Alphabet's AI spending left it with negative free cash flow of $9.1 billion while Microsoft kept $18.6 billion. 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