Geopolitics

Alphabet’s AI Pivot Is Building a New Moat

Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, as operating margin widened to 23.7% and backlog climbed to $155 billion.

33 min read
Alphabet’s AI Pivot Is Building a New Moat
Google integrates custom Tensor AI Accelerator chips into its data center infrastructure. This proprietary hardware supports Alphabet's transition to high-capital AI computing.