Who Alphabet buys from and sells to
Sells search, YouTube and network ads plus Google Cloud; designs its own TPU accelerators.
Part of Digital Advertising spending
Buys from 5
Sells to 7
- AdvertisersSearch, YouTube and network ads — most of revenue
- BusinessesGoogle Cloud and Workspace
- ConsumersYouTube Premium, Google One, Play and Pixel
- AnthropicTPU capacity on Google Cloudup to 1M TPUs (Oct 2025)
- MetaMETAGoogle Cloud computereported $10B+ over six years
- AppleAAPLa custom Gemini model behind the new Siri
- PDD HoldingsPDDsearch and shopping ads for Temu
Where the chain could break
- TPUs and the GPUs beside them are all fabricated by TSMC in Taiwan
- US search remedies could end paid default placements such as Safari
- AI answers in search could shrink the paid clicks that fund the company
Competes with
- MicrosoftMSFTcloud and the model layer
- AmazonAMZNcloud share and retail media
- MetaMETAthe digital advertising pool
- NVIDIANVDATPUs rented to outside customers against the merchant GPU
- AppleAAPLPixel and Android against the iPhone
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.