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Alphabet (Google)
GOOGL · NASDAQInteractive Media & AI Cloud
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
AI siliconthe chipsSystems &networkinginto AI serversCloudplatformsrents the computeModels &softwarebuilds the AIApps & userswho paysAVGOBroadcomTSMTSMCNVNVIDIATPUTPUGDCGoogle data centresGCPGoogle CloudGOOGAlphabet (Google)ANTAnthropicGEMGeminiDMGoogle DeepMindSRCHGoogle SearchYTYouTubeANDAndroid & PlayENTEnterprises & govt···Consumers & advertisersWAYWaymo
Company details
Market cap
~$4.5T
P/E ratio
~28×
Div yield
~0.3%
Net income (FY25)
~$132B
Profit margin
~33%
Rev. growth
+22%
Revenue (FY25)
~$403B
2026 capex
~$185B
In plain English
Alphabet is Google: the Search-and-ads cash engine plus YouTube, Android and the Play store (Google Services), a fast-growing, now-profitable Google Cloud, and moonshots like Waymo (Other Bets). It is a top-tier AI lab too — DeepMind builds the Gemini models, and Google designs its own TPU chips (co-engineered with Broadcom) to cut its NVIDIA bill, even as it remains a huge NVIDIA GPU buyer and rents both to AI labs like Anthropic, which it also funds.
In simple terms
What Alphabet (Google) really sells
Alphabet is Google: the Search-and-ads cash engine plus YouTube, Android and the Play store (Google Services), a fast-growing, now-profitable Google Cloud, and moonshots like Waymo (Other Bets). It is a top-tier AI lab too — DeepMind builds the Gemini models, and Google designs its own TPU chips (co-engineered with Broadcom) to cut its NVIDIA bill, even as it remains a huge NVIDIA GPU buyer and rents both to AI labs like Anthropic, which it also funds.
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Risk read
Moderate
SteadierMore speculative
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