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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.
製品と売上
製品別売上シェア
売上内訳 ($365.8B)
静的データ（リアルタイム財務ロード中…）
Google Search & Other (56%)
Google Cloud (13%)
YouTube Ads (11%)
Network (AdSense, AdMob) (10%)
Subscriptions, Platforms & Other Bets (10%)
セグメント構成と主要顧客
製品詳細
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
サプライチェーン関係
主要サプライヤー
マクロ・市場概況
AI / 클라우드セクターニュース
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
次の主要イベント
◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클
サプライチェーン問題
⚡ 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.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| 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↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 6.90% | — | 11900.0M株 | $140,000M | 13F |
| BlackRock | 維持 | 5.40% | — | 9300.0M株 | $110,000M | 13F |
| T. Rowe Price | 増加 | 0.10% | — | 178.0M株 | $2,100M | 13F |
追跡機関合計保有比率: 12.40%合計評価額: $252,100MSEC EDGAR 13F-HR基準 · 45日遅延開示
最新ニュース
ニュース読み込み中...
AI分析
Alphabet Inc. (Google)のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。
企業情報
ニュースギャップスコア
ギャップスコア12
低ギャップ高ギャップ
機関活動
87
メディアスコア
88
カスケードポジション
カスケード内の役割
mid cap
典型的な遅延
1-3 trading days
Google Cloud typically matches or exceeds peer capex growth to maintain AI competitiveness.
完全なカスケードを見るセクター概況 — AI / 클라우드
セクターニュース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
主要テーマ
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
次の主要イベント
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향