In Q3 2025, Microsoft, Alphabet, and Amazon are poised to lead an AI supercycle with projected investments soaring to $364 billion, surpassing earlier estimates of $325 billion. Wedbush Securities analysts describe enterprise demand for AI-driven cloud solutions as "very robust," driving significant revenue growth. Microsoft’s Azure, along with enhanced AI tools, positions it well, while all three tech giants aim to leverage AI innovations to solidify their leads amid economic uncertainties.