Who supplies Alphabet, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Proactive revenue read-through alerts whenever Alphabet files 8-Ks, announces contracts, or beats guidance.
23 companies with a disclosed relationship to Alphabet · 2 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Compute (3) | ||||||||||
| AVGO | Co-designs the TPU accelerators | supplier | - | - | - | - | - | 27 | 20% exp79 | |
| NVDA | GPUs for Google Cloud | supplier | - | - | - | - | - | 13 | 15% exp77 | |
| AMD | CPUs and accelerators | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Power (2) | ||||||||||
| NEE | Renewable power contracting | supplier | - | - | - | - | - | 19 | 32% exp85 | |
| CEG | Nuclear power purchase agreements | supplier | - | - | - | - | - | 2 | 32% exp85 | |
| Design Software (2) | ||||||||||
| CDNS | Chip design software | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| SNPS | Chip design software | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Optics & Interconnect (2) | ||||||||||
| COHR | Optical transceivers | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| CIEN | Subsea and data-center interconnect | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Partners (1) | ||||||||||
| UBER | Waymo autonomous ride-hail distribution | partner | - | - | - | - | - | 23 | 15% exp77 | |
| Servers & ODM (1) | ||||||||||
| CLS | Hardware assembly for cloud infrastructure | supplier | - | - | - | - | - | 21 | 32% exp85 | |
| Channel & Distribution (1) | ||||||||||
| AAPL | Default search placement on iOS | partner | - | - | - | - | - | 14 | 15% exp77 | |
| Networking (1) | ||||||||||
| ANET | Data-center switching | supplier | - | - | - | - | - | 6 | 15% exp77 | |
| Memory & Storage (1) | ||||||||||
| MU | DRAM and HBM | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates TPUs | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Cooling & Thermal (1) | ||||||||||
| VRT | Power and thermal | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Competitor (7) | ||||||||||
| APP | Mobile advertising | competitor | - | - | - | - | - | 20 | 15% exp77 | |
| TTD | Programmatic advertising | competitor | - | - | - | - | - | 10 | 15% exp77 | |
| NFLX | Video attention and ad-tier | competitor | - | - | - | - | - | 6 | 15% exp77 | |
| MSFT | Cloud, search, and productivity | competitor | - | - | - | - | - | 3 | 15% exp77 | |
| TSLA | Autonomous driving | competitor | - | - | - | - | - | 3 | 15% exp77 | |
| AMZN | Advertising and cloud | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| META | Digital advertising | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.