Alphabet (Google)

As of 2026-10-09, Alphabet (Google) has 73 tracked suppliers and 2 tracked customers in this dataset; its largest supplier by market cap is NVIDIA.

Sourced from 2 references — SEC filing, secondary source — last verified .

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

Ticker
NASDAQ: GOOGL
Headquarters
Mountain View
Founded
2015
Employees
190,234
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.

Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet has been described as a Big Tech company. As of July 2026, it is the third largest publicly traded company in the world by market capitalization.

Role in the chain

Alphabet (Google) is a market major in Design (Fabless) (Custom Silicon Designers), headquartered in United States. Designs TPU AI accelerators and Tensor phone SoCs for internal use.

Diligence questions

  1. The dataset records 73 tracked suppliers for Alphabet (Google). Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 14 of Alphabet (Google)'s tracked suppliers are a monopoly or leader (including Arm Holdings, ASE Technology, Broadcom, Dell Technologies). Which of those are actually single-source for the process step you care about?
  3. The dataset names 2 tracked customers for Alphabet (Google). How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Alphabet (Google) is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Alphabet (Google) trades as NASDAQ:GOOGL. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Alphabet (Google)

Key products

  • TPUs
  • Tensor SoCs

Suppliers

Customers

More Design (Fabless) companies

Compare with

Apple · Microsoft · Amazon (Annapurna Labs) · Meta Platforms · Broadcom · Tesla

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Alphabet (Google) — supply chain, financials & market position”, https://wafergraph.com/company/alphabet (data as of 2026-10-09).

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