positive
Recently
Google Cloud drives Alphabet’s 34% revenue surge on AI demand
Google Cloud’s 34% Q3 growth to $15B marks Alphabet’s biggest diversification push amid surging AI infrastructure demand.
Alphabet’s Google Cloud reported a 34% YoY revenue rise to $15 billion in Q3 2025, outpacing Microsoft and Amazon in enterprise deal momentum. The unit’s profitability improved with AI-driven demand for infrastructure and custom TPU chips. Analysts said strong performance in data analytics, cybersecurity, and generative AI tools transformed Google Cloud from a laggard into a key growth driver. Capex increased 27% sequentially to support AI data centers and sustainable power sourcing as Alphabet diversified beyond advertising revenue streams.