Google (Alphabet)
The only company vertically integrated from TPU silicon to frontier models.
You're looking at a company record: what this company does in the AI stack, and every chip, technology, facility and company it's linked to below.
Quotes are delayed/indicative; research only, never investment advice.
Photo: David Nagle · CC BY-SA 4.0 · Wikimedia Commons
Alphabet owns the whole stack: TPUs designed in-house, the Jupiter network and global data centers, Google Cloud, DeepMind's Gemini models, and distribution through Search, Android and Workspace. 2025 capital spending guidance of $91–93B and the millionth-TPU-scale Anthropic deal made it the clearest alternative pole to the NVIDIA ecosystem.
How this connects to the rest of the stack
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Record reviewed as of 2026-01-15 — see Methodology.