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Search, cloud and its own TPU AI chips.
Search, cloud and its own TPU AI chips.
Key figure Anthropic can use up to 1 million TPUs. Meta is reported to have agreed a multibillion-dollar TPU deal (Feb 2026).
Why it leads Sells its own chip capacity to rivals in AI, which gives the chip volume no single product could.
What could change it Anthropic said it will keep using Amazon's Trainium and Nvidia GPUs too.
sourced maginative.comKey figure Google Cloud revenue about $24.8bn in Q2 2026, up 82%, with a reported $514bn backlog (secondary coverage of Alphabet's 22 July report).
Why it leads Sells its own TPUs and Gemini alongside the cloud, and gained share in the Synergy data.
What could change it Whether the backlog converts to revenue. About half is expected within 24 months.
reported cryptobriefing.comKey figure Gemini app at 950 million monthly users on Alphabet's July 2026 call and 1 billion by 11 Aug (reported). AI Mode in Search passed 1 billion monthly users.
Why it leads Owns the distribution (Search, Android, Workspace) and its own chips.
What could change it Turning usage into paid enterprise share, where Menlo put it at 21%.
reported forbes.comKey figure Roughly $82bn of Q2 2026 advertising revenue, up about 14%. Search near 90% of referral traffic. AI Mode in Search passed 1 billion monthly users.
Why it leads Owns the queries, the browser and the phone's default.
What could change it Chat assistants taking questions, though AI-native engines were reported under 0.1% each (single source).
reported thekeyword.coKey figure YouTube at 14.2% of TV time in July 2026, the largest single service.
Why it leads Free, enormous catalogue, and creators supply the content.
What could change it Brand-safety and creator payments.
sourced ppc.landKey figure Google and Samsung plan Android XR glasses, starting with an audio-led model in fall 2026. No confirmed launch date or price.
Why it may rise Brings an operating system and Gemini to the category.
What could change it Shipping a product people buy.
reported dymesty.com
Up to 1 million TPUs, with well over a gigawatt online in 2026. Anthropic also keeps using Trainium and Nvidia. maginative.com
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Reported multibillion-dollar TPU deal to diversify away from Nvidia. siliconangle.com
On the mapBuilds Google's custom TPUs. Broadcom's CEO said Ironwood TPUs shipped in high volume to Google and Anthropic, and a long-term agreement covers future generations. finance.yahoo.com
On the mapAgreed in January 2026 to procure up to 1,800 MW of advanced nuclear power from Elementl Power. enkiai.com
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Google's cloud grew 82% against Azure's 43% in the latest quarter (secondary reports). cryptobriefing.com
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Gemini passed 950 million monthly users in July 2026, closing on ChatGPT's consumer lead. forbes.com
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YouTube was the top streaming service in US TV time in July 2026 at 14.2%, ahead of Netflix. ppc.land
On the mapThe two largest ad platforms: Meta's ad revenue grew 27% against Google's 14% in Q2 2026. thekeyword.co
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Completed 11 March 2026. The headline price was $32bn, about $29.5bn after adjustments per Alphabet's filing. Wiz stays available on AWS, Azure and Oracle Cloud. sec.gov
On the mapRatings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: partnermarketinghub.withgoogle.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.