Market strategists cite Tesla’s vertical integration as a key differentiator in the increasingly competitive EV industry. Cloud Revenues Struggle: Amazon, Google and Microsoft all saw weakness in their cloud business, which is considered the key growth driver for these companies. AWS revenues (15.3% of sales) rose 18.9% year over year in Q4, which missed the consensus mark by 0.16%. Microsoft Cloud revenues grew 22%, roughly in line with expectations. Google Cloud revenues grew 28.8%. The figure surpassed the Zacks Consensus Estimate by a moderate 4.02%. Musk is the richest person in the world, with a net worth of $488.1 billion as of Oct. 3, 2025, meaning that he could rather easily afford to spend $1 billion of his own personal wealth to purchase additional shares of Tesla stock — which is exactly what he did in September 2025. Industry-wide sentiment hinges on charging infrastructure rollout, which is trending positively in North America and Europe.