Alphabet: Near Unstoppable AI Leader

  • Alphabet reported a strong Q2 2025 establishing its AI leadership as fears about AI Overviews hurting Search proved unfounded. Google Cloud posted a 32% sales jump, adding a record $5.5 billion in net ARR, highlighting robust enterprise adoption. The company boosted 2025 capex by $10 billion to $85 billion, signaling confidence in continued AI-driven growth.