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Company Deep Dive
Alphabet’s Search Moat Becomes AI Infrastructure
Alphabet is shifting from search links to AI infrastructure, using TPU chips and Google Cloud to defend its ad business and build new compute revenue.
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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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Alphabet Is Trading Search for AI Utility
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, while operating margin expanded to 23.7%.
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Alphabet Is Rebuilding Search as AI Infrastructure
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.
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