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AlphabetGOOGL

Cloud platforms · NASDAQ · USA

$348.29
Down 0.6% todayClose

Up 12.0% this year and +3.2% since June 26, behind the AI sector at +7.5%. Alphabet supplies 1 mapped company and buys from 6.

Market cap
$4.2T
This year
+12.0%
1 year
+42.6%
P/E
17.4
P/S
9.5
P/B
6.6

Price vs the AI sector

since Jun 26GOOGLAI sector, equal weight
Alphabet (GOOGL) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. GOOGL: +3.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%−5%0%+5%+10%Jun 26AugSepOct 8GOOGL +3.2%Sector +7.5% Alphabet (GOOGL) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. GOOGL: +3.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8GOOGL+3.2%Sector+7.5%

Supply chain

6 suppliers · 1 customer
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%Broadcom (AVGO)AVGOBroadcom−4.3%Marvell (MRVL)MRVLMarvell−3.5%Seagate (STX)STXSeagate−4.1%Arm Holdings (ARM)ARMArm Holdings−6.5%AMD (AMD)AMDAMD−3.9%AppLovin (APP)APPAppLovin−0.4%GOOGLAlphabet

Suppliers 6

Customers 1

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About Alphabet

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.

Theme exposure

Cloud infrastructureAI softwareCustom siliconGoogle Cloud & TPUsGemini modelsFully integrated AI

Products

  • Google Cloud & TPUs
  • Gemini models
  • Search, YouTube, Android

Competitors

Risks

  • AI could challenge the search monopoly
  • Antitrust proceedings

Same segment: Cloud platforms

Rents out the compute, the 'power grid' of the AI era. Segment 3 of 8 in the AI & digital infrastructure value chain.

MicrosoftMSFT−1.3%AmazonAMZN−2.3%OracleORCL−5.5%CoreWeaveCRWV−7.8%

Compare GOOGL

Side by side with the largest companies in the same segment.

GOOGL vs MSFTGOOGL vs AMZNGOOGL vs ORCLGOOGL vs CRWV

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

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