An enterprise-centric recurring business can prove to be more resilient than consumer-exposed business models in an uncertain economic environment.

Artificial intelligence (AI) has become a major disruptive force, transforming businesses and reshaping our daily lives worldwide. Alphabet ( GOOG -0.04% ) ( GOOGL -0.16% ) and Amazon ( AMZN -1.34% ) are widely seen as key beneficiaries of this revolution. Alphabet (through Google Cloud and Workspace) and Amazon (through AWS) serve enterprise markets. Still, they are also heavily exposed to consumer-driven segments, such as digital advertising and e-commerce .

On the other hand, Microsoft ( MSFT 0.26% ) is more enterprise-centric, with a business model primarily based on seat-based subscriptions and long-term

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