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Alphabet’s stock is climbing as the company pours $91–$93 billion into AI infrastructure in 2025, a bet that’s reshaping both cloud computing and manufacturing automation.

The numbers tell a clear story. Google Cloud revenue jumped 35% year over year to $15.15 billion in Q3, driven by enterprise demand for AI workloads. Alphabet’s total quarterly revenue surpassed $102 billion for the first time, and the stock rallied over 8% in late November following the launch of Gemini 3 Pro and related AI products.

But the infrastructure push extends beyond the cloud. Alphabet’s subsidiary Intrinsic recently partnered with Foxconn to deploy AI-powered robots in U.S. electronics factories, signaling a shift from software-only AI to physical automation in manufacturing environments.

What’s Happening in Metro Atlanta

Atlanta is feeling the ripple effects. Google operates a major data center in Douglas County and maintains a 500,000-square-foot office in Midtown, both tied to the same AI infrastructure expansion driving the stock higher.

Metro Atlanta surpassed Northern Virginia in 2024 for net data center leasing, becoming the nation’s top market. Amazon committed $11 billion to Georgia data centers, and Microsoft followed with its own expansions. Google’s Douglas County facility is part of this wave, expected to generate over $2.4 million annually in local tax revenue starting in 2025.

The infrastructure boom is creating construction jobs and operational roles, but it’s also exposing constraints; power availability, dark fiber connectivity, and land for expansion are all under pressure.

Meanwhile, Atlanta’s small business AI adoption dropped from 42% in 2024 to 28% in 2025, suggesting a gap between enterprise-scale infrastructure growth and practical adoption by smaller local organizations.

The pattern is clear: AI infrastructure investments are accelerating at the enterprise level, but translating that capacity into accessible, operational automation for smaller teams remains an open challenge.

If you’re exploring how to turn infrastructure trends into practical workflow improvements for your organization, Westside Data Solutions is here to help. From Data To Direction.