AlphabetGOOGL

Alphabet's surging capex pours into AI datacenters — custom TPUs, GPUs, networking, and the power to run them.

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Theme · AI datacenter buildout

Where the cash goes~$204B / yr · FY2025

Capex$85B

Buybacks$62B

R&D$50B

Dividends$7B

Money flows left → right · hover a node · click to open the stock.AI AcceleratorsCustom SiliconFoundryNetworkingPower & CoolingAI Models

Most exposed to GOOGL's spend

NvidiaNVDACurated
GPUs for Google Cloud and internal AI training.
AI Accelerators
BroadcomAVGOFiling
Co-designs Google's TPU accelerators and supplies datacenter networking.
Custom Silicon
TSMCTSMCurated
Fabricates the TPUs and other custom silicon.
Foundry
Arista NetworksANETCurated
High-speed switching fabric for AI clusters.
Networking
AnthropicprivateFiling
Multi-billion-dollar strategic investment in the AI lab.
AI Models
VertivVRTCurated
Power distribution and liquid cooling for dense AI racks.
Power & Cooling
NextEra EnergyNEENews
Renewable power-purchase agreements for datacenters.
Power & Cooling

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.