Alphabet Inc. (GOOGL) Competitors & Peers
The 5 companies closest to Alphabet Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| 6098.T | Peer | $16,165.00 | P/E 46.5RSI 82Cap 22.50 T |
| GOOG | Peer | $355.84 | P/E 17.9RSI 52Cap 4.35 T |
| META | Competitor | $594.92 | P/E 22.3RSI 49Cap 1.52 T |
| SPOT | Supplier | $511.82 | P/E 27.9RSI 59Cap 105.2 B |
| NBIS | Peer | $184.11 | P/E 72.5RSI 45Cap 46.7 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- NVDASupplier
NVIDIA supplies accelerated computing GPUs (A100, H100, Blackwell) integrated into Google Cloud Platform's high-performance AI virtual machine instances.
Confirmed — SEC filing / public disclosuresec.gov ↗ - WMGSupplier
YouTube is one of WMG's top three digital music accounts representing ~45% of Recorded Music revenue together with Spotify and Apple (WMG FY2025 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - NEEPartner
NextEra and Google partner to accelerate nuclear energy deployment — NEE plans to recommission the Duane Arnold nuclear plant to power Google's data centers.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- APPSupplier
AppLovin relies on the Android ecosystem and Google Play Store for a significant portion of its mobile ad inventory access.
Model-inferred, unverified — treat as a lead, not evidence - AAPLCompetitor
Apple + Google compete in mobile OS + search + AI.
Model-inferred, unverified — treat as a lead, not evidence - GENPartner
Gen distributes consumer security apps through Google Play Store.
Model-inferred, unverified — treat as a lead, not evidence - HCASupplier
Google Cloud is a key strategic partner that provides cloud infrastructure and generative AI models (such as medical large language models) to HCA Healthcare for clinical documentation and automated nurse handoffs.
Model-inferred, unverified — treat as a lead, not evidence - PLCustomer
Google licenses satellite imagery from Planet for Google Maps.
Model-inferred, unverified — treat as a lead, not evidence - MSFTCompetitor
Microsoft Azure + Google Cloud compete; Bing + Google search; Workspace + 365.
Model-inferred, unverified — treat as a lead, not evidence - OPENAICompetitor
OpenAI + DeepMind top AI labs.
Model-inferred, unverified — treat as a lead, not evidence - SOCustomer
Google is a major downstream data center customer of Southern Company's subsidiary Georgia Power, procuring clean energy through programs like the Customer-Identified Resource (CIR) program and signing the White House Ratepayer Protection Pledge.
Model-inferred, unverified — treat as a lead, not evidence - METACompetitor
Google + Meta compete in digital ad duopoly.
Model-inferred, unverified — treat as a lead, not evidence - WPPPartner
Google Cloud is a key AI and media partner for WPP under a five-year, $400 million commitment. WPP integrates Gemini 1.5 Pro, Veo, and Imagen models into the WPP Open marketing operating system.
Model-inferred, unverified — treat as a lead, not evidence - TSMManufacturer
TSMC is the primary foundry partner fabricating Google's custom Tensor Processing Units (TPUs, including TPU v5, TPU v6 / Trillium, and TPU v8 / Sunfish) and Tensor system-on-chips (SoCs) for Google Pixel mobile devices.
Model-inferred, unverified — treat as a lead, not evidence - ACNPartner
Accenture is a premier global services partner for Google Cloud, deploying Vertex AI, BigQuery data platforms, and Workspace productivity environments.
Model-inferred, unverified — treat as a lead, not evidence - ARMLicensor
Google licenses the Arm Neoverse V2 processor core IP and instruction set architecture to build its custom Axion server CPUs for Google Cloud data centers.
Model-inferred, unverified — treat as a lead, not evidence - FPartner
Google provides the Android Automotive OS that powers the Ford Digital Experience infotainment system, and is the preferred cloud provider for Ford's digital operations.
Model-inferred, unverified — treat as a lead, not evidence - ESTCSupplier
Google Cloud is a key strategic hosting and AI model partner, integrating Elastic natively with Google Vertex AI to ground Gemini prompts.
Model-inferred, unverified — treat as a lead, not evidence - DBPartner
Google Cloud is Deutsche Bank's strategic cloud partner, hosting its modernized application stack and data analytics engines.
Model-inferred, unverified — treat as a lead, not evidence - ANTHROPICPartner
Google invested $3B+ in Anthropic; secondary cloud + TPU access.
Model-inferred, unverified — treat as a lead, not evidence - SAPSupplier
Google Cloud is a key strategic hosting and AI partner for RISE with SAP, integrating SAP Datasphere with Google BigQuery and Vertex AI for enterprise data intelligence.
Model-inferred, unverified — treat as a lead, not evidence - SNOWCompetitor
Snowflake + BigQuery compete in cloud warehouse.
Model-inferred, unverified — treat as a lead, not evidence - BYTEDANCECompetitor
TikTok + YouTube Shorts short-video competition.
Model-inferred, unverified — treat as a lead, not evidence - AMZNCompetitor
Google Cloud + AWS hyperscaler competition.
Model-inferred, unverified — treat as a lead, not evidence - RDDTSupplier
Reddit licenses content to Google for AI training and search use under multi-year agreement.
Model-inferred, unverified — treat as a lead, not evidence - UBERPartner
Uber partners with Waymo for autonomous-vehicle rides in Phoenix and Austin.
Model-inferred, unverified — treat as a lead, not evidence - RBLXPartner
Google Play handled ~16% of 2024 Robux revenue; Roblox pays up to 30% to Google.
Model-inferred, unverified — treat as a lead, not evidence - WDAYSupplier
Google Cloud is a strategic public cloud hosting partner for Workday, providing infrastructure for Workday applications and co-integrating Vertex AI.
Model-inferred, unverified — treat as a lead, not evidence - ORCLPartner
Oracle partnered with Google Cloud to allow Oracle Database@Google Cloud, enabling Oracle Exadata to run inside Google's infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - IONQSupplier
IonQ's quantum computers are available as a cloud service on Google Cloud Marketplace.
Model-inferred, unverified — treat as a lead, not evidence - INODCustomer
Innodata provides data annotation and model tuning for Google AI.
Model-inferred, unverified — treat as a lead, not evidence - HUBSPartner
HubSpot integrates deeply with Google Workspace (Gmail, Calendar, Drive) and Google Ads, allowing businesses to run and track marketing campaigns directly from the CRM.
Model-inferred, unverified — treat as a lead, not evidence - PERPLEXITYCompetitor
Google + Perplexity AI search competition.
Model-inferred, unverified — treat as a lead, not evidence - EQIXSupplier
Google Cloud Interconnect uses Equinix colocation extensively.
Model-inferred, unverified — treat as a lead, not evidence - VICRCustomer
Google deploys custom Vicor power systems in its data centers.
Model-inferred, unverified — treat as a lead, not evidence - PERPLEXITYCompetitor
Perplexity + Google search competition.
Model-inferred, unverified — treat as a lead, not evidence - TTDCompetitor
Google DV360 + TTD DSP competition.
Model-inferred, unverified — treat as a lead, not evidence - PUBMCustomer
Google's DV360 DSP routes programmatic buyer demand through PubMatic's platform.
Model-inferred, unverified — treat as a lead, not evidence - DDOGSupplier
Google Cloud is a key strategic hosting and integration partner, offering Datadog directly through the Google Cloud Marketplace.
Model-inferred, unverified — treat as a lead, not evidence - BKNGSupplier
Google is Booking's largest paid-marketing channel.
Model-inferred, unverified — treat as a lead, not evidence - MTCHPartner
Google Play distribution + Billing dispute settled 2024.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
TSMC fabricates Google TPU silicon.
Model-inferred, unverified — treat as a lead, not evidence - DISSupplier
Disney announced multi-year YouTube TV distribution including ESPN DTC at no extra cost.
Model-inferred, unverified — treat as a lead, not evidence - TSLACompetitor
Tesla FSD + Waymo robotaxi competition.
Model-inferred, unverified — treat as a lead, not evidence - BEPPartner
Brookfield Renewable Partners supplies clean electricity to Google's global data centers under various long-term PPAs.
Model-inferred, unverified — treat as a lead, not evidence - CMESupplier
CME migrated core matching engine to Google Cloud under multi-year deal.
Model-inferred, unverified — treat as a lead, not evidence - SNAPSupplier
Snap runs Snapchat infra on Google Cloud Platform.
Model-inferred, unverified — treat as a lead, not evidence - SPOTSupplier
Spotify runs its core platform on Google Cloud Platform.
Model-inferred, unverified — treat as a lead, not evidence - SUPABASECompetitor
Supabase + Firebase BaaS competition.
Model-inferred, unverified — treat as a lead, not evidence - BOXSupplier
Box integrates and runs workloads on Google Cloud Infrastructure.
Model-inferred, unverified — treat as a lead, not evidence