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S&P Global's Q3 earnings reveal their ESG and data platforms are now critical infrastructure for enterprises evaluating AI vendor risk. As Copilot agents proliferate across enterprises, compliance teams are turning to SPGI's rating systems to vet which AI providers meet governance standards. This creates a structural moat for SPGI that competitors can't easily replicate. The real winner isn't the AI vendor. It's the company that certifies them.
https://finance.yahoo.com/markets/stocks/articles/p-global-spgi-q3-2025-162549728.html