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Alphabet Inc. (Google)

GOOGLleader

Alphabet 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.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($365.8B)

Données statiques (chargement des finances en temps réel…)

Google Search & Other (56%)
Google Cloud (13%)
YouTube Ads (11%)
Network (AdSense, AdMob) (10%)
Subscriptions, Platforms & Other Bets (10%)

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Fournisseurs clés

NVIDIA Corporation

Data-center GPUs

Impact: Critical for AI training

Taiwan Semiconductor Manufacturing Company

TPU chip fabrication

Impact: Critical for custom silicon

Concurrents

Microsoft Corporation

Cloud, AI, productivity

Impact: Primary competitor

Amazon.com (AWS)

Cloud infrastructure

Impact: Major cloud competitor

Meta Platforms

AI models, digital advertising

Impact: Advertising rival

Contexte macro et de marché

AI / 클라우드Actualités du secteur

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

Prochains catalyseurs

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Problèmes de chaîne d'approvisionnement

⚡ 리스크DOJ 검색엔진 독점 구제안 심의 중
2026-04

연방법원 구글 검색 독점 판결 후 구제 명령 심의. 크롬 분리매각 요구 가능성 — 주가 변동성 요인.

↑ 생산 확대TPU v6(Trillium) 자체 AI칩 생산 확대
2026-03

구글 자체 AI 학습용 TPU v6 TSMC N3 공정으로 생산 확대. NVDA GPU 의존도 감소 전략 가속.

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
Berkshire Hathawayaccumulating$5.6B2025.122026-02-17↑
BlackRockaccumulating$1.9B2024.062024-08-13↑
BlackRockaccumulating$886M2024.062024-08-13↑
BlackRockaccumulating$982M2024.062024-08-13↑
BlackRockaccumulating$74M2024.062024-08-13↑
BlackRockaccumulating$134M2024.062024-08-13↑
BlackRockaccumulating$2.0B2024.062024-08-13↑
BlackRockaccumulating$950M2024.062024-08-13↑
BlackRockaccumulating$22.5B2024.062024-08-13↑
BlackRockaccumulating$19.7B2024.062024-08-13↑
BlackRockaccumulating$1.7B2024.062024-08-13↑
BlackRockaccumulating$2.8B2024.062024-08-13↑
BlackRockaccumulating$1.1B2024.062024-08-13↑
BlackRockaccumulating$1.9B2024.062024-08-13↑
BlackRockreducing$30M2024.062024-08-13↓
BlackRockaccumulating$6.4B2024.062024-08-13↑
BlackRockaccumulating$274M2024.062024-08-13↑
BlackRockaccumulating$201M2024.062024-08-13↑
BlackRockaccumulating$447M2024.062024-08-13↑
BlackRockaccumulating$189M2024.062024-08-13↑
BlackRockaccumulating$45M2024.062024-08-13↑
BlackRockreducing$1M2024.062024-08-13↓
BlackRockaccumulating$873M2024.062024-08-13↑
BlackRockaccumulating$2.2B2024.062024-08-13↑
BlackRockreducing$961M2024.062024-08-13↓
BlackRockreducing$941M2024.062024-08-13↓
BlackRockreducing$85M2024.062024-08-13↓
BlackRockreducing$155M2024.062024-08-13↓
BlackRockaccumulating$2.6B2024.062024-08-13↑
BlackRockreducing$1.0B2024.062024-08-13↓
BlackRockaccumulating$26.6B2024.062024-08-13↑
BlackRockaccumulating$23.5B2024.062024-08-13↑
BlackRockreducing$2.0B2024.062024-08-13↓
BlackRockaccumulating$2.6B2024.062024-08-13↑
BlackRockreducing$1.2B2024.062024-08-13↓
BlackRockaccumulating$2.3B2024.062024-08-13↑
BlackRockreducing$34M2024.062024-08-13↓
BlackRockaccumulating$6.7B2024.062024-08-13↑
BlackRockreducing$321M2024.062024-08-13↓
BlackRockreducing$221M2024.062024-08-13↓
BlackRockreducing$595M2024.062024-08-13↓
BlackRockreducing$215M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$52M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockaccumulating$2.3B2024.062024-08-13↑
Vanguard Groupaccumulating$2.4B2025.122026-01-29↑
Vanguard Groupaccumulating$858M2025.122026-01-29↑
Vanguard Groupaccumulating$147.5B2025.122026-01-29↑
Vanguard Groupaccumulating$4.0B2025.122026-01-29↑
Vanguard Groupaccumulating$2.9B2025.122026-01-29↑
Vanguard Groupaccumulating$11M2025.122026-01-29↑
Vanguard Groupaccumulating$117.5B2025.122026-01-29↑
Vanguard Groupaccumulating$3.2B2025.122026-01-29↑
Vanguard Groupreducing$8M2025.122026-01-29↓
Vanguard Groupaccumulating$8.3B2025.122026-01-29↑
Vanguard Groupaccumulating$722M2025.122026-01-29↑
Vanguard Groupreducing$5K2025.122026-01-29↓
Vanguard Groupreducing$20K2025.122026-01-29↓
Vanguard Groupaccumulating$10.3B2025.122026-01-29↑
State Streetaccumulating$71.5B2025.122026-02-13↑
State Streetaccumulating$58.7B2025.122026-02-13↑
Wellington Managementaccumulating$3.6B2025.122026-02-17↑
Wellington Managementreducing$462K2025.122026-02-17↓
Wellington Managementaccumulating$146M2025.122026-02-17↑
Wellington Managementaccumulating$92M2025.122026-02-17↑
Wellington Managementaccumulating$121M2025.122026-02-17↑
Wellington Managementaccumulating$46M2025.122026-02-17↑
Wellington Managementaccumulating$81M2025.122026-02-17↑
Wellington Managementaccumulating$638M2025.122026-02-17↑
Wellington Managementreducing$54K2025.122026-02-17↓
Wellington Managementaccumulating$28M2025.122026-02-17↑
Wellington Managementreducing$9M2025.122026-02-17↓
Wellington Managementreducing$18K2025.122026-02-17↓
Wellington Managementaccumulating$16.1B2025.122026-02-17↑
Wellington Managementreducing$400M2025.122026-02-17↓
Wellington Managementreducing$154M2025.122026-02-17↓
Wellington Managementreducing$237M2025.122026-02-17↓
Wellington Managementreducing$128M2025.122026-02-17↓
Wellington Managementreducing$94M2025.122026-02-17↓
Wellington Managementreducing$264M2025.122026-02-17↓
Wellington Managementreducing$578M2025.122026-02-17↓
Viking Global Investorsnew position$835M2025.122026-02-17↑
Pershing Square Capitalreducing$212M2025.122026-02-17↓
Pershing Square Capitalreducing$1.9B2025.122026-02-17↓
FMR (Fidelity)accumulating$20.7B2025.122026-02-17↑
FMR (Fidelity)accumulating$52.0B2025.122026-02-17↑
FMR (Fidelity)reducing$2M2025.122026-02-17↓
FMR (Fidelity)accumulating$64M2025.122026-02-17↑
FMR (Fidelity)accumulating$9.0B2025.122026-02-17↑
FMR (Fidelity)accumulating$5.0B2025.122026-02-17↑
FMR (Fidelity)accumulating$3.7B2025.122026-02-17↑
FMR (Fidelity)accumulating$6.9B2025.122026-02-17↑
FMR (Fidelity)accumulating$247M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$3.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$4.4B2025.122026-02-17↑
FMR (Fidelity)accumulating$62M2025.122026-02-17↑
FMR (Fidelity)accumulating$46M2025.122026-02-17↑

Actionnariat institutionnel

Base 13F · Q4 2025
InstitutionVariation% de détentionTrim. préc.ActionsValeurSEC
VanguardMaintenue6.90%—11900.0M actions$140,000M13F
BlackRockMaintenue5.40%—9300.0M actions$110,000M13F
T. Rowe PriceAugmentée0.10%—178.0M actions$2,100M13F
Détention totale suivie: 12.40%Valeur totale: $252,100MBasé sur SEC EDGAR 13F-HR · délai de 45 jours

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Alphabet Inc. (Google) par intelligence artificielle.

Informations sur l'entreprise

Siège social

Mountain View, California, USA

Fondée en

1998

Effectifs

183,000+

Site web

abc.xyz

Score d'écart médiatique

Score d'écart12
Écart faibleÉcart élevé

Activité institutionnelle

87

Score médiatique

88

Position dans la cascade

Rôle dans la cascade

mid cap

Délai typique

1-3 trading days

Google Cloud typically matches or exceeds peer capex growth to maintain AI competitiveness.

Voir la cascade complète

Aperçu du secteur — AI / 클라우드

Actualités du secteur

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

Thèmes clés

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

Prochains catalyseurs

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향