WHAT TO WATCH
AI Accelerators is a Key Product of Alphabet
AI Accelerators sits within Alphabet’s Google Cloud segment, which makes up 20.7% of Alphabet’s revenue. Google Cloud grew 81.8% and is Alphabet’s Key Earnings Driver. AMD’s Data Center segment grew fastest in the group at 107.3%.
Alphabet’s Google Cloud segment totals $24.77B, the second largest of the five companies behind Nvidia’s $48.71B, and represents 29.6% of their combined segment revenue.
How the company compares with its competitors
7 companies sell AI Accelerators
- AMD
- ARM
- GOOGL
- INTC
- MRVL
- NVDA
- QCOM
Growth rank
#3 of 5
↑ 81.8% year on year in the reported segment
Size rank
#2 of 5
$24.77B segment revenue
Share of the combined segments
29.6%
of $83.66B across 5 companies that report one
Dependence on this segment
20.7%
of GOOGL’s total revenue
INTC and QCOM do not report segment revenue for AI Accelerators. Coverage: Nasdaq 100 and S&P 100.
Google’s Key Operating Metrics
METRIC
STATUS
Google Services↑ 14.5%
Google Advertising ↑ 14.4%
Google Search & Other↑ 16.8%
YouTube Ads ↑ 12.9%
Google Network ↓ 0.7%
Google Subscriptions, Platforms and Devices↑ 15.2%
Google Cloud↑ 81.8%
🟢 Scaling