Sectivia

AlphabetGOOGL

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

Few companies own the whole stack. Alphabet runs its own cloud, designs its own TPUs, trains its own frontier model in Gemini, then puts the result in front of users through Search, YouTube and Android.

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

Key metrics

Market cap
$4.2T
Price
$348.06
Today
+0.9%
Return YTD
+10.2%
Return 1Y
+72.6%
P/E
17.3
P/S
9.5
P/B
6.6

Data as of 2026-08-25 · 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

Risks

  • AI could challenge the search monopoly
  • Antitrust proceedings

Supply chain

Supplies →

AppLovinAPP

← Suppliers

NvidiaNVDA BroadcomAVGO MarvellMRVL SeagateSTX Arm HoldingsARM AMDAMD

Full supply chain for GOOGL →

Same segment: Cloud platforms

MicrosoftMSFT AmazonAMZN OracleORCL CoreWeaveCRWV

Compare GOOGL

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See where Alphabet sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →