Company Deep Dive
Detailed looks at business models, financials, and strategy across standout companies.
Alphabet’s Search Moat Becomes an AI Infrastructure Bet
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, and operating margin widened to 23.7% as AI demand accelerated.
34 min read
Alphabet's Search Moat Is Becoming Infrastructure
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025 as operating margins widened to 23.7%.
34 min read
Alphabet’s Search Moat Becomes AI Infrastructure
Google Cloud revenue rose 34% to $15.2 billion in Q3, and operating margin expanded to 23.7% as Alphabet's TPU strategy cut AI costs.
34 min read
