Map / Data centers and cloud
Google (Alphabet) GOOGL
Cloud plus its own TPU chips, now rented to Anthropic and Meta; Gemini app at 950M monthly users.
Chokepoints it holds
Depends on
- TSMC: 8th-generation TPUs on 2nm. Both 8th-gen TPU variants target late 2027 on TSMC 2nm. The Next Web, 2026-04-22
- Broadcom: TPU design and supply. Design agreement for Google's TPUs runs through 2031. Futurum Group, 2026-08
- Marvell: Custom chips across the TPU system. Google holds a warrant for about 7% of Marvell, vesting with custom revenue. Futurum Group, 2026-08
- Nvidia: Vera Rubin systems. Google Cloud named as a Vera Rubin ramping partner. Nvidia, 2026-08-26
- Reddit: Training data license. Google and OpenAI are Reddit's two largest licensing buyers. The Motley Fool, 2026-08-17
Supplies
- Anthropic: 5 GW of TPUs over five years. Plus 3.5 GW via Broadcom from 2027. TechCrunch, 2026-04-24
- Anthropic: Up to $40B. $10B cash at a $350B valuation plus $30B tied to targets. TechCrunch, 2026-04-24
- Meta: TPU rental, multibillion-dollar. Meta may buy TPUs outright from 2027. The Decoder, 2026-02-27
- Fluidstack: Backstop on power-site leases. Google guarantees payments on about 1 GW of former crypto-mining sites. Forbes, 2026-09-03
- Apple: Gemini model behind Siri. iOS 27 shipped a fully Gemini-based Siri; reported about $1B a year. Tech Insider, 2026-08-15
Data as of 2026-10-01. Cite as: Ye, Mike. "Google (Alphabet)" (google). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/google/. How to cite.