What Alphabet (Google) makes for data centers
public · HQ US
Listing
US exchanges (NYSE/Nasdaq): GOOGL
Also listed: PPA
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
4 parts across 3 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscaler custom ASICs | manufacturer | inferred | Microsoft, Alchip, Amazon (AWS), Broadcom, Marvell, MediaTek | TPU |
| Hyperscaler Arm CPUs | manufacturer | inferred | Microsoft, Amazon (AWS) | Axion |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Scale-up fabric | manufacturer | inferred | AMD, Astera Labs, Broadcom, Nvidia, UALink consortium | ICI |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscalers, neoclouds & model labs | operator | inferred | Microsoft, Alibaba, Amazon (AWS), Apple, Baidu, KT |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 10% | revenue | 2025-12-31 | 10-K |