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United StatesAlphabet (GOOGL)

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AI supply-chain role

Operates cloud, computing or platform services used in the AI ecosystem.

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Product

Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Customers 1

Anthropic· CustomerIncludes announced / planned activity

TPUs / Cloud services

Open company
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Announced / planned — delivery not confirmed

Alphabet has announced plans to supply Anthropic.

Product / business: TPUs / Cloud services

Source description and scope

Anthropic announced expanded use of Google Cloud TPUs, with capacity planned to come online in 2026.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Partners & technology 5

Anthropic· Partner / technologyIncludes announced / planned activity

TPU

Open company
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Announced / planned — delivery not confirmed

Anthropic and Alphabet announced a collaboration plan.

Product / business: TPU

Source description and scope

Anthropic announced expanded TPU capacity with Alphabet through Google, alongside Broadcom. The additional capacity is expected to start coming online in 2027, not already delivered.

Transsion· Partner / technology

See the source description for the specific product or business

Open company
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Documented — status as described by source

Alphabet and Transsion have a documented ecosystem integration or collaboration.

Product / business: See the source description for the specific product or business

Source description and scope

Transsion brand TECNO offers a Google AI Plus trial bundled with eligible devices in selected markets, under its June 2026 device promotion.

TECNO-issued press release; subsidiary device promotion mapped to Transsion. Limited eligibility and markets, not an exclusive group-wide AI partnership.

AMD· Partner / technology

EPYC / Cloud services

Open company
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Documented — status as described by source

Alphabet integrates technology from AMD.

Product / business: EPYC / Cloud services

Source description and scope

Google Cloud EPYC virtual machines; not TPU or GPU supply

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Arm· Partner / technology

Cloud services

Open company
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Documented — status as described by source

Alphabet integrates technology from Arm.

Product / business: Cloud services

Source description and scope

Google Cloud Axion uses Arm-based processor technology

Processor architecture integration; Arm licenses technology rather than manufacturing these chips.

Ticker
GOOGL
Exchange
NASDAQ
Currency
USD
Country
US
Security
Common Stock
Map segment
Cloud & platforms

Listing data synced 2026-04-16.

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Financial report at last profile review

10-Q · 2026-06-30 ↗

Period ended 2026-06-30 · Published 2026-07-23

Sources checked 2026-09-13

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