Google Cloud, once a financial liability for Alphabet, surged to $15 billion in revenue for Q3 2025, marking a 34% increase due to strong demand for AI services. Alphabet CEO Sundar Pichai highlighted the unit's significance, stating, “I expect it to play an even more central role.” Under Thomas Kurian's leadership, market share grew from 7% in 2018 to 13%. Google Cloud's focus on generative AI reshapes its competitive position against Microsoft and Amazon.