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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.
제품 및 매출
제품별 매출 비중
매출 구성 ($365.8B)
정적 데이터 (실시간 재무 로딩 중…)
Google Search & Other (56%)
Google Cloud (13%)
YouTube Ads (11%)
Network (AdSense, AdMob) (10%)
Subscriptions, Platforms & Other Bets (10%)
부문별 구성 및 주요 고객사
제품 상세 설명
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
공급망 관계
주요 공급업체
매크로 & 시장 현황
AI / 클라우드섹터 뉴스
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
다음 주요 이벤트
◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클
공급망 이슈
⚡ 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.
기관 시그널
| 기관 | 행동 | 가치 | 분기 | 공시일 |
|---|---|---|---|---|
| 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↑ |
기관 지분율 현황
13F 기준 · Q4 2025| 기관 | 변화 | 지분율 | 전분기 | 보유주식 | 평가액 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 유지 | 6.90% | — | 11900.0M주 | $140,000M | 13F |
| BlackRock | 유지 | 5.40% | — | 9300.0M주 | $110,000M | 13F |
| T. Rowe Price | 지분 증가 | 0.10% | — | 178.0M주 | $2,100M | 13F |
추적 기관 합계 지분율: 12.40%합계 평가액: $252,100MSEC EDGAR 13F-HR 기준 · 45일 지연 공시
최신 뉴스
뉴스 로딩 중...
AI 분석
Alphabet Inc. (Google)의 AI 공급망 분석을 받으려면 "AI 분석 받기"를 클릭하세요.
기업 정보
뉴스 갭 점수
갭 점수12
낮은 갭높은 갭
기관 활동
87
미디어 점수
88
연쇄 위치
연쇄 내 역할
mid cap
일반적 지연
1-3 trading days
Google Cloud typically matches or exceeds peer capex growth to maintain AI competitiveness.
전체 연쇄 분석 보기섹터 현황 — AI / 클라우드
섹터 뉴스하이퍼스케일러 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
핵심 테마
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
다음 주요 이벤트
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향