Back to Explorer
Alphabet Inc. (Google)
GOOGLleaderAlphabet is the parent company of Google, commanding over 90% of global search traffic. Google Cloud is the #3 public cloud provider, and the company's Gemini AI models and TPU custom silicon represent a vertically integrated AI strategy that competes directly with Microsoft/OpenAI.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($365.8B)
Static data (loading live financials…)
Google Search & Other (56%)
Google Cloud (13%)
YouTube Ads (11%)
Network (AdSense, AdMob) (10%)
Subscriptions, Platforms & Other Bets (10%)
Segment Breakdown & Key Customers
Product Details
Google Search & Ads56%
Search engine and associated advertising platform
Google Cloud Platform (GCP)13%
Cloud infrastructure, data analytics, and Vertex AI platform
YouTube11%
Video platform with advertising and subscription revenue
Gemini AI / DeepMind5%
Frontier AI models and research division
Android / Pixel / Other Bets15%
Mobile OS, hardware, Waymo, and moonshot projects
Supply Chain Relationships
Key Suppliers
Macro & Market Context
AI / 클라우드Sector News
하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
$320B
AWS 성장률
+37% YoY
AI 소프트웨어 침투율
18%
GPU 리드타임
6~9개월
Upcoming Catalysts
◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클
Supply Chain Issues
⚡ 리스크DOJ 검색엔진 독점 구제안 심의 중
2026-04연방법원 구글 검색 독점 판결 후 구제 명령 심의. 크롬 분리매각 요구 가능성 — 주가 변동성 요인.
↑ 생산 확대TPU v6(Trillium) 자체 AI칩 생산 확대
2026-03구글 자체 AI 학습용 TPU v6 TSMC N3 공정으로 생산 확대. NVDA GPU 의존도 감소 전략 가속.
Institutional Signals
| Institution | Action | Value | Quarter | Filing Date |
|---|---|---|---|---|
| Berkshire Hathaway | accumulating | $5.6B | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $1.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $886M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $982M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $74M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $134M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $950M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $22.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $19.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $30M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $6.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $274M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $201M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $447M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $189M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $45M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $873M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $961M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $941M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $85M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $155M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1.0B | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $26.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $23.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2.0B | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1.2B | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $6.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $321M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $221M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $595M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $215M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $52M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.3B | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $2.4B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $858M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $147.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $4.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $11M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $117.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $8M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $8.3B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $722M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $5K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $20K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $10.3B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $71.5B | 2025.12 | 2026-02-13↑ |
| State Street | accumulating | $58.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $3.6B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $462K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $146M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $92M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $121M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $46M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $81M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $638M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $54K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $28M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $9M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $18K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $16.1B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $400M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $154M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $237M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $128M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $94M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $264M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $578M | 2025.12 | 2026-02-17↓ |
| Viking Global Investors | new position | $835M | 2025.12 | 2026-02-17↑ |
| Pershing Square Capital | reducing | $212M | 2025.12 | 2026-02-17↓ |
| Pershing Square Capital | reducing | $1.9B | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $20.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $52.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $2M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $64M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $9.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $6.9B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $247M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.1B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.5B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $4.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $62M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $46M | 2025.12 | 2026-02-17↑ |
Institutional Ownership
13F basis · Q4 2025| Institution | Change | Ownership % | Prev. Quarter | Shares | Value | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Maintained | 6.90% | — | 11900.0M shares | $140,000M | 13F |
| BlackRock | Maintained | 5.40% | — | 9300.0M shares | $110,000M | 13F |
| T. Rowe Price | Increased | 0.10% | — | 178.0M shares | $2,100M | 13F |
Total tracked ownership: 12.40%Total value: $252,100MBased on SEC EDGAR 13F-HR · 45-day reporting delay
Latest News
Loading news...
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Alphabet Inc. (Google).
Company Info
News Gap Score
Gap Score12
Low GapHigh Gap
IB Activity
87
Media Score
88
Cascade Position
Role in Cascade
mid cap
Typical Delay
1-3 trading days
Google Cloud typically matches or exceeds peer capex growth to maintain AI competitiveness.
View Full CascadeSector Overview — AI / 클라우드
Sector News하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
$320B
AWS 성장률
+37% YoY
AI 소프트웨어 침투율
18%
GPU 리드타임
6~9개월
Key Themes
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
Upcoming Catalysts
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향