AlphabetGOOGL

NASDAQ · USA · Segment 3 of 8 in the AI & digital infrastructure value chain: Cloud platforms

Google's parent company is unique: its own cloud, own TPU chips, own frontier model (Gemini) and the world's largest distribution channel in Search and Android.

Cloud platforms: Rents out the compute — the 'power grid' of the AI era.

Key metrics

Market cap

$4.3T

Price

$355.88

Today

−0.8%

Return YTD

+14.7%

Return 1Y

+103.2%

P/E

26.9

P/S

10.2

P/B

9.0

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

Cloud infrastructureAI softwareCustom siliconGoogle Cloud & TPUsGemini modelsFully integrated AI

In the value chain

Products & services

Google Cloud & TPUs
Gemini models
Search, YouTube, Android

Competitors

Microsoft/OpenAI
Amazon
Meta

Risks

AI could challenge the search monopoly
Antitrust proceedings

Supply chain

← Suppliers

NvidiaNVDA BroadcomAVGO

Same segment: Cloud platforms

MicrosoftMSFT AmazonAMZN OracleORCL CoreWeaveCRWV

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