Alphabet (Google)

Alphabet (Google) is a major in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Arm Holdings, NVIDIA, Broadcom. Its key customers include Anthropic, Cohere.

Designs TPU AI accelerators and Tensor phone SoCs for internal use.

Ticker
NASDAQ: GOOGL
Headquarters
United States
Revenue
$402.8B (FY2025) · +15.1% YoY
Net income
$132.2B
Operating margin
32.0%
Market position
major
Value-chain segment
Custom Silicon Designers, Hyperscalers
Key products
TPUs, Tensor SoCs

About Alphabet (Google)

Alphabet (Google), headquartered in United States, operates in the Custom Silicon Designers and Hyperscalers segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include TPUs, Tensor SoCs. wafergraph maps 73 tracked suppliers and 2 tracked customers for Alphabet (Google) across the value chain. It has a supply-chain criticality score of 7/100, with 17 companies downstream of it. Alphabet (Google) is a party to 3 tracked deals, including Google commits up to $2B to Anthropic; Anthropic expands Google TPU deal (up to 1M TPUs); Broadcom–Google TPU partnership.

Key products

  • TPUs
  • Tensor SoCs

Suppliers

Customers

More Design (Fabless) companies

Sources

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