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.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($365.8B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
Search engine and associated advertising platform
Cloud infrastructure, data analytics, and Vertex AI platform
Video platform with advertising and subscription revenue
Frontier AI models and research division
Mobile OS, hardware, Waymo, and moonshot projects
Lieferkettenbeziehungen
Wichtige Zulieferer
Makro- und Marktkontext
하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
Nächste Katalysatoren
Lieferketten-Probleme
연방법원 구글 검색 독점 판결 후 구제 명령 심의. 크롬 분리매각 요구 가능성 — 주가 변동성 요인.
구글 자체 AI 학습용 TPU v6 TSMC N3 공정으로 생산 확대. NVDA GPU 의존도 감소 전략 가속.
Aktuelle Nachrichten
KI-Analyse
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Unternehmensinformationen
Kaskadenposition
Rolle in der Kaskade
mid cap
Typische Verzögerung
1-3 trading days
Google Cloud typically matches or exceeds peer capex growth to maintain AI competitiveness.
Vollständige Kaskade anzeigenSektorübersicht — AI / 클라우드
Sektornachrichten하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
Hauptthemen
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
Nächste Katalysatoren
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향