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Unpacked
Sunday deep dive on current and historical events shaping markets and the economy.
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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.
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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
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