Public company overview / GOOGL
Alphabet / Google GOOGL
A platform spanning search, video advertising and cloud services. Advertising and enterprise cloud need separate analysis.
Upstream categories
Servers and networks; data centers and power; content and distribution partners
Downstream categories
Advertisers; search and video users; cloud customers; developers
How risk propagates
Scenario to test: does AI usage cover added compute costs? Compare monetization and cloud revenue with depreciation, not query counts alone.
Limits & counterexamples
GOOGL and GOOG are share classes of one company, not two businesses. Free users are not paying customers.
The complete NVIDIA map is public; complete relationship graphs and detailed evidence for other companies are available to members. Public categories are not a complete list of suppliers, customers or purchase shares.
Sources & verification
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For research and education only, not a securities recommendation or personalized investment advice. Historical results do not predict future performance.
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The complete NVIDIA map is public; complete relationship graphs and detailed evidence for other companies are available to members. Public categories are not a complete list of suppliers, customers or purchase shares.
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