Alphabet (Google): who it depends on, and who depends on it.
Cloud and TPU chips. GOOGL · Nasdaq. 2 sourced relationships in the network, each with its filing or release.
Stock Trade Twins pairs GOOGL with rivals by price behavior, a different question from business dependence:
Dependence, both ways
Alphabet (Google) depends on, or is exposed to
Companies that depend on Alphabet (Google)
If something happens to Alphabet (Google)
The companies each kind of event would reach, up to two steps away, along sourced relationships only. This is a map of connections, not a forecast: how much each company would feel is unknown unless a source states it.
What if Alphabet (Google) spends less?
Companies that sell to it (its suppliers and infrastructure providers), then the companies those sellers buy from.
What if Alphabet (Google) raises less money or its value falls?
Its investors, holders and guarantors, plus the companies that sell to it (a company that raises less tends to buy less), then their suppliers.
What if Alphabet (Google) cannot deliver?
Companies that buy chips, parts or capacity from it, then their own customers.
- Anthropic · directly, materiality unknownAnthropic depends on compute or data-center capacity from Alphabet (Google).
What if Alphabet (Google)'s shares or stake lose value?
Holders of its shares, warrants or notes and guarantors of its obligations, then their holders.
No company in this network is connected to Alphabet (Google) that way.
Alphabet (Google)’s filings and its partners’
- Sep 9, 2026, 17:56 ETBroadcom filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAIAnthropicAlphabet (Google)TSMC
- Sep 2, 2026, 16:26 ETBroadcom filed a current report (8-K): results of operations (Item 2.02), other events (Item 8.01). Filing on SEC.govConnected:OpenAIAnthropicAlphabet (Google)TSMC
- Aug 10, 2026, 16:10 ETAlphabet (Google) filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:AnthropicBroadcom
- Jul 22, 2026, 21:15 ETAlphabet (Google) filed a quarterly report (10-Q). Filing on SEC.govConnected:AnthropicBroadcom
- Jul 22, 2026, 16:01 ETAlphabet (Google) filed a current report (8-K): results of operations (Item 2.02). Filing on SEC.govConnected:AnthropicBroadcom
- Jul 6, 2026, 08:00 ETBroadcom filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:OpenAIAnthropicAlphabet (Google)TSMC
Every relationship of Alphabet (Google)
Anthropic runs on Google Cloud TPUs, with gigawatts more from 2027Alphabet (Google) · Anthropic · Feb 3, 2023
Google Cloud has been an Anthropic cloud provider since February 2023; Anthropic planned up to one million TPUs (tens of billions of dollars) and signed for multiple gigawatts more from 2027.
- Infrastructure dependence: Anthropic depends on compute or data-center capacity from Alphabet (Google).
- Customer dependence: Alphabet (Google) depends on sales to Anthropic.
- Anthropic pays Alphabet (Google) for compute or data-center capacity.
- First verified evidence
- Feb 3, 2023
- Latest evidence
- Apr 6, 2026
February 2023: Anthropic selected Google Cloud as its cloud provider.
“Anthropic, an AI safety and research company, has selected Google Cloud as its cloud provider.”
Anthropic (newsroom), Feb 3, 2023excerpt re-checked Oct 18, 2026October 2025: up to one million TPUs, worth tens of billions of dollars, well over a gigawatt in 2026.
“The expansion is worth tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026.”
Anthropic (newsroom), Oct 23, 2025excerpt re-checked Oct 18, 2026April 2026: multiple gigawatts of next-generation TPU capacity from 2027, with Google and Broadcom.
“We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.”
Anthropic (newsroom), Apr 6, 2026excerpt re-checked Oct 18, 2026
- To Alphabet (Google): Unknown Alphabet does not name Anthropic’s share of its revenue.
- To Anthropic: Unknown Anthropic is private.
Broadcom develops and supplies Google’s future TPUsBroadcom · Alphabet (Google) · Apr 6, 2026
A long-term agreement for Broadcom to develop and supply custom TPUs for future generations, and to supply networking components for Google’s AI racks through 2031.
- Supplier dependence: Alphabet (Google) depends on chips or parts from Broadcom.
- Customer dependence: Broadcom depends on sales to Alphabet (Google).
- Alphabet (Google) pays Broadcom for chips or parts.
- First verified evidence
- Apr 6, 2026
- Latest evidence
- Apr 6, 2026
Custom TPUs for Google’s future generations and networking components through up to 2031.
“have entered into a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.”
Broadcom (SEC filing), 8-K, Apr 6, 2026excerpt re-checked Oct 18, 2026
- To Broadcom: Unknown No share of revenue is stated.
- To Alphabet (Google): Unknown Not stated.
Catalog BESTIES-v1, reviewed Oct 18, 2026. Paper research only, not investment advice. Method and sources
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