Markets Lose Control of Critical Resources
The U.S. leads crude output at 13.2 million barrels a day, but it still relies on foreign sources for 15 vital minerals.
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The U.S. leads crude output at 13.2 million barrels a day, but it still relies on foreign sources for 15 vital minerals.
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, while operating margin expanded to 23.7%.
Google Services brought in $87.1 billion in Q3 2025, while Search revenue rose 15% to $56.6 billion and YouTube Shorts reached revenue parity with in-stream video in the US.
Alphabet is shifting from search ads to AI infrastructure, leaning on TPUs, Google Cloud and YouTube to fund the pivot.
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China controls more than 90% of refining capacity for graphite and rare earths, giving Beijing leverage over battery materials and modern hardware supply chains.
Alphabet is shifting from search ads to AI infrastructure, with Google Services still funding new compute and cloud growth.
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025 as operating margin widened to 23.7% and backlog hit $155 billion.
Alphabet is shifting from search links to AI synthesis, backed by TPU chips and Google Services cash flow.
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