Google (Alphabet subsidiary)

Source: 2026-08-21 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: A company claim about a technical demonstration. It does not establish a commercial agreement with Google, any licensing terms, which model variant or size was used, or that the demonstration produced a usable service.

Source: 2026-08-19 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes the scope of custom-silicon products covered by the agreement; does not establish current shipping volumes or which products have already been delivered.

Source: 2026-08-03 · reviewed 2026-09-26

Evidence: Primary-source statement · Consortium membership reported

Limits: Consortium membership only; does not establish that Google buys, has committed to buy, or will deploy HBF products from Sandisk.

Source: 2026-04-22 · reviewed 2026-09-27

Evidence: Primary-source statement · Reported operating

Limits: Does not establish exclusivity of TPU use, the exact scale of infrastructure dedicated to Gemini, or any commercial payment flow between the two entities.

Source: 2026-04-21 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: Partner award and integration description from Elastic's release; does not establish revenue through Google Cloud Marketplace or any exclusivity.

Source: 2026-02-27 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (FY2025)

Limits: A customer-list mention only; does not say which products Celestica builds for Google, revenue attributable to Google, contract length, or exclusivity. The filing names 10%-plus customers only by percentage, not by name.

Source: 2026-02-26 · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating

Limits: Does not disclose contract value, exclusivity, or the proportion of ElevenLabs' total compute that runs on Google Cloud.

Source: 2026-02-19 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: Establishes a stated product integration available to Vantor's government customers. It does not establish revenue, the number of customers using it, the commercial terms with Google, or any exclusivity in either direction.

Source: 2026-02-11 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Apptronik's own release. It does not state which Alphabet entity invested, the amount, the stake acquired, or any governance rights.

Source: 2026-02-06 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Establishes availability of two named models on one date only. It does not establish usage volumes, revenue split between Anthropic and Google, or that later Claude models are on Vertex AI.

Source: 2026-01-05 · reviewed 2026-09-22

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: Describes an automotive software/AI collaboration only; does not establish revenue sharing, exclusivity, or extend to Qualcomm's other product lines.

Source: 2025-11-13 · reviewed 2026-09-20

Evidence: Primary-source statement · Active as of joint announcement

Limits: Confirms technical/product integration; does not establish revenue, exclusivity, or investment between the companies.

Source: 2025-10-21 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Does not confirm volumes or exclusivity; TSMC does not comment on individual customers and this is based on supply-chain analyst reporting.

Source: 2024-08-28 · reviewed 2026-09-27

Evidence: Primary-source statement · Active infrastructure relationship

Limits: Confirms use of Google Cloud infrastructure as described in a Google-published case study; does not disclose contract value or whether Isomorphic Labs also uses other compute providers.

Source: 2024-07-24 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not establish exclusivity going forward; Mistral models are also distributed on AWS Bedrock and Azure.

Source: 2024-07-23 · reviewed 2026-09-27

Evidence: Primary-source statement · Completed funding round

Limits: Confirms participation in a funding round; does not disclose investment amount or resulting ownership percentage, and Google Ventures is a separate investing arm from Google's operating business.

Source: 2020-12-10 · reviewed 2026-09-27

Evidence: Primary-source statement · Completed pre-IPO funding round

Limits: Confirms Google's participation in a funding round; does not disclose the investment amount attributable to Google specifically or Google's resulting ownership percentage after Tempus's 2024 IPO.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Product catalog evidence; availability varies. Google also offers its own TPUs.

Source: Source undated · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Active ownership

Limits: Confirms Isomorphic Labs' status as an Alphabet-owned subsidiary; this map represents Alphabet through its Google node, so the relationship is shown as sourced from Google rather than a separate Alphabet Inc. entity.

Source: 2026-10-14 · reviewed 2026-10-14

Evidence: Primary-source statement · Agreement announced; construction planned to start in 2026; full operation expected by the end of 2028, not yet operating

Limits: AEP gave the plant's size, cost, contract length and timing, but not the PPA price or how much of Google's planned Cheyenne load it covers. The plant is planned, not built: construction is due to start in 2026, with full operation by the end of 2028. Google and Bloom Energy did not issue their own releases that we found. The plant runs on fuel cells, which usually use natural gas; AEP's carbon capture plans are plans only. Share-price moves excluded.

Source: 2026-10-06 · reviewed 2026-10-06

Evidence: Primary-source statement · Contract announced

Limits: Contract value, price per MWh and Google's payment terms were not disclosed; the $4.3 billion is Constellation's own investment, not the value of the PPA. The 890 MW arrives in phases: the first uprate is expected by 2028 and Google says all of it before the end of 2032. Uprates that raise licensed power need NRC approval. The release does not name the 11 units or six sites. The 2,700 MW 15-year agreement is a financial supply arrangement for existing output, not new capacity. The new-generation framework is exploratory and commits to no projects. Jobs figures are company estimates. Share-price moves excluded.

Source: 2026-08-27 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Partnership announcement; does not establish contract value, revenue to either party, or client adoption.

Source: 2026-08-19 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Long-term supply and warrant agreement disclosed via securities filing; revenue-tied vesting runs through fiscal 2033

Limits: Reporting describes contract scope and a warrant structure tied to future purchase milestones; it does not confirm current shipped volumes, exclusivity, or that the $120B ceiling reflects committed (vs. maximum potential) spend.

Source: 2026-08-19 · reviewed 2026-09-22

Evidence: Primary-source statement · Announced

Limits: The warrant's performance tranches vest only as Google's custom-product purchases from Marvell hit revenue thresholds; the $12.18 billion figure is the maximum exercise value, not a current ownership stake or money already paid.

Source: 2026-06-05 · reviewed 2026-09-27

Evidence: Primary-source statement · Active contract disclosed in SpaceX's SEC filing; includes a 30 September 2026 GPU delivery deadline and a 90-day termination right for either party after 31 December 2026

Limits: The filing sets out the terms, not delivery. As of 27 September 2026 neither company has said whether the committed GPUs were delivered by the 30 September deadline. Because either side can exit on 90 days' notice after 31 December 2026, the October 2026–June 2029 term, and the roughly $29 billion it would imply, is not guaranteed.

Source: 2026-04-24 · reviewed 2026-09-27

Evidence: Secondary reporting (unconfirmed by primary parties) · Historical / announced

Limits: Does not establish that the full $40 billion has been paid -- $30 billion is explicitly conditional on Anthropic meeting undisclosed performance targets -- and neither company has published its own joint statement confirming all terms.

Source: 2026-04-06 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Extended multi-year co-development and supply arrangement disclosed via securities filing and press reporting

Limits: Reporting on a securities disclosure describes contract duration and scope; it does not itself state unit volumes, dollar value, or exclusivity of the TPU relationship.

Source: 2026-04-06 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: The multi-gigawatt expansion is an announcement with capacity dated from 2027; it does not establish how many TPUs Anthropic uses today, what Anthropic pays, or that any of the new capacity has been built.

Source: 2026-02-26 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Historical / announced

Limits: Neither Google nor Meta has issued its own confirming press release; deal terms and exact dollar value rest on reporting citing unnamed sources, and the arrangement covers future 2026-2027 deployment, not current delivered capacity.

Source: 2026-02-04 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Marketplace listing announcement; does not establish sales through the marketplace or revenue.

Source: 2026-01-11 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Product launch announcement; does not establish customer deployments, spending on Google Cloud, or exclusivity.

Source: 2025-12-08 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Development-stage partnership for future campuses; not evidence of power currently being delivered or a specific contract value.

Source: 2025-12-08 · reviewed 2026-09-22

Evidence: Primary-source statement · Announced / planned

Limits: Does not establish contracted MW volumes, pricing, delivered capacity, or completion dates for the campuses; distinct from the companies' separate AI grid-software collaboration.

Source: 2025-11-04 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announced research collaboration with a future launch date. It does not disclose the contract value, does not establish that any spacecraft has been built or launched, and does not establish that Google will proceed beyond two prototypes.

Source: 2025-10-23 · reviewed 2026-10-02

Evidence: Primary-source statement · Historical / announced

Limits: Does not establish that all one million TPUs are active today -- the capacity is described as coming online through 2026 -- nor exclusivity, since Anthropic also uses AWS Trainium chips. Dollar figures added in V3.25.6 are from Anthropic's confidential prospectus as reported by Reuters on 29 September 2026. The prospectus has not been made public and Anthropic did not comment. A public filing could differ.

Source: 2025-06-14 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported as ending around June 2025; not confirmed on the record by Google

Limits: Based on Reuters sourcing that Google declined to confirm; the $200 million figure is a reported planned spend, not a confirmed paid amount, and the relationship's start date is not established.

Source: 2024-11-08 · reviewed 2026-09-26

Evidence: Secondary reporting of an on-record executive statement · Announced; target 2035

Limits: The VPP serves households, not data centers; does not establish how much capacity has been enrolled or payments to Google Cloud.

Source: 2024-08-02 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Announced

Limits: Does not establish current ownership, exclusivity, or an ongoing operating relationship beyond the 2024 technology license and hiring event; the deal is also the subject of a later DOJ antitrust inquiry whose outcome is not established by this evidence.

Source: 2021-05-13 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A 2021 announcement. It does not establish how many ground stations were built, whether the arrangement is still in force five years later, what either side pays, or any link to SpaceX's later AI compute business.

Source: Source undated · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Announced

Limits: Does not establish current cloud spend, exclusivity, or the size of Google's investment; Runway has since also contracted with CoreWeave for compute.

Source: 2026-07-07 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Market overlap only, drawn from trade analysis. Google is simultaneously one of SpaceX's largest compute customers, which this row does not describe, and no share or revenue comparison is made.

Source: 2025-12-09 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Survey-based estimates from a venture firm, covering enterprise API spending only. They do not establish revenue, and the overlap does not cancel the separate investment and cloud-supply relationships between the two companies.

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: Workload-specific alternative, not a drop-in replacement for every GPU use.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: Reflects overlapping product category (search/answer products), not a market-share or revenue comparison; Google's search business sits mainly in Alphabet's advertising unit rather than the Google Cloud entity referenced here.

Source: Source undated · reviewed 2026-09-22

Evidence: Analytical comparison · Reported operating

Limits: Does not imply any commercial agreement between the companies or relative market share; based on this research's comparison of each company's own product announcements.

Source: Source undated · reviewed 2026-09-22

Evidence: Analytical comparison · Reported operating

Limits: Does not imply any commercial agreement or relative market share between the two companies; based on this research's comparison of each company's own product pages.