GOOGL The power of Google?
Day by day, more data emerges that precisely describes the power of this company.
And today, we are talking about something far beyond another quarterly report; we are looking at the real war of tech giants for the future of AI and infrastructure.
Cloud giants comparison: the dramatic gaps in growth rate
An analysis of the cumulative revenue growth from 'Core Cloud' activities for the period between December 2022 and Q3 2025 reveals huge gaps in growth.
Pay attention
Google's cloud division, no less, doubled its revenue during this period.
You read that right, Google Cloud doubled its revenue!
It recorded an amazing cumulative growth of +108%, thus taking first place.
Immediately after it is Alibaba (from China) with an impressive growth of +93%.
Following them are Amazon (AWS) with +54% and Microsoft with +44%.
At the bottom of the list is Baidu with +18% growth.
That is to say, if we remove the Chinese companies from the equation, Google's growth is double that of its US competitors.
This is not just competition; while all companies are under the same "AI investment cycle", Google is simply more experienced in this world.
Google's advantage?
Why is Google overtaking the veteran cloud giants?
If you've been around this channel for a while, you probably know the answer.
The answer lies in the ultimate meeting point between infrastructure and internal innovation:
1. Internal AI engine: Google uses its enormous internal AI models (like Gemini) to boost its cloud capabilities. Customers receive not just storage space, but an ultimate platform for building the next generation of AI applications.
2. Dedicated TPU infrastructure: The dedicated processors (Tensor Processing Units) developed by Google give it a huge strategic advantage in machine learning performance, and make Google Cloud the natural home for startups and large companies that want to play in the big leagues.
The data indicates a significant change in Google's position in the cloud market, making it not just a search engine provider, but a dominant force leading the global AI revolution.
The big question?
How market shares will evolve in the coming years, and where Google will position itself within this balance