Alphabet Inc. (GOOGL)

Alphabet is a collection of businesses, the largest of which is Google, founded in 1998 with a mission to organize the world's information and make it universally accessible and useful. The company describes itself as AI-first since 2016, led by CEO Sundar Pichai, and takes a full-stack approach to AI that spans AI-optimized infrastructure, research and models (including its Gemini 3 model), and products and platforms that bring AI to users, developers and enterprises. Alphabet-level activities cover centralized AI research and development focused on advanced AI and frontier models that serve its businesses.

Google is reported in two segments. Google Services includes ads, Android, Chrome, devices, Gmail, Google Drive, Google Gemini, Google Maps, Google Photos, Google Play, Search and YouTube. It earns revenue mainly from performance and brand advertising on Google Search & other properties, YouTube and Google Network partners' properties, and also from consumer subscriptions (YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, Google One), platforms (Google Play app sales and in-app purchases) and devices such as the Pixel family. Google Cloud earns consumption-based fees and subscriptions through Google Cloud Platform and Google Workspace, with offerings in AI-optimized infrastructure (including custom TPUs and GPUs), the Vertex AI developer platform, cybersecurity, data and analytics, Gemini Enterprise and Gemini for Google Workspace. All non-Google businesses are reported as Other Bets, which range from research-stage efforts such as X, the moonshot factory, to commercializing businesses such as Waymo, which offers paid autonomous ride-hailing in multiple cities, and Isomorphic Labs, which applies AI to drug discovery. Other Bets revenue comes primarily from autonomous transportation and internet services.

Customers include billions of consumers who use its products, along with advertisers, agencies, publishers, content creators, app developers, partners and enterprise cloud customers. Advertising solutions serve millions of companies across devices and formats. The company says all 15 of its half-billion-user products use Gemini models, seven of which have two billion users.

Alphabet runs on its own AI-optimized technical infrastructure and data centers, which support its products and Google Cloud customers, with a choice of AI accelerators including its seventh-generation Ironwood TPU. It reports investing more than $200 billion in research and development over the last five years. Other Bets operate as independent companies, and some have their own boards and outside investors. The company faces strong competition from general and vertical search engines, online advertising platforms and other advertising media, digital content and app platforms, enterprise cloud providers, AI model developers, consumer hardware makers, video services, social networks and workspace communication providers. Competitive success depends on attracting and retaining users, advertisers and content providers. The text does not state the headquarters location or specific suppliers.