US EditionBig Tech's fortunes diverge as AI powers cloud, tariffs hit consumer electronics
- Big Tech firms showed diverging performance in early 2025, with cloud and AI growth contrasting tariff-related consumer electronics struggles.
- This divergence stemmed from rising AI-driven cloud demand for Microsoft and Alphabet, while Trump's trade war pressured chipmakers and electronics firms.
- Microsoft's Azure revenue jumped 33 percent, while Qualcomm and Apple reported lowered forecasts amid tariff concerns and shifting production to India.
- Alphabet’s ad sales rose 8.5 percent as AI enhanced search appeal, and Microsoft planned an $80 billion AI infrastructure investment this fiscal year.
- These trends suggest enterprise-focused Big Tech may sustain growth despite economic uncertainty, whereas consumer-oriented companies face tariff risks and reduced spending.
18 Articles
18 Articles
Amazon, Apple Show Big Tech Not Immune From Tariff Pain
Welcome to Tech In Depth, our daily newsletter with reporting and analysis about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford writes that Apple and Amazon’s quarterly results show that Big Tech can’t avoid the pain of US tariffs.
Trump 2.0 and AI: What’s at Stake for the Indo-Pacific and the Quad?
Authors: Abhivardhan and Genevieve Donnellon-May The recent Trump administration memorandums (M-25-21 and M-25-22) highlight a strategic continuity in US artificial intelligence (AI) policy, one that extends beyond regulatory measures to encompass intellectual property protection, cloud infrastructure dominance, and technological sovereignty. This evolving policy framework signals a deepening competition with China—one that moves beyond high-pr…
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