L1 · CloudCloud / computeUnited StatesGOOGL

Google Cloud (GCP)

Only hyperscaler with a mature, decade-old custom AI ASIC (TPU).

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Follows the graph · 1 entity

Full file coming soon. Google Cloud (GCP)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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Forecast record

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L1 Cloud · Cloud / compute · GOOGL · United States

Google Cloud (GCP)

Only hyperscaler with a mature, decade-old custom AI ASIC (TPU).

Part of

RSS
Links
24
Deals from filings
1
Exposed if it fails
6
23 within 2 steps
It depends on
12
71 within 2 steps
Share of worldwide cloud infrastructure services revenue (IaaS, PaaS, hosted private cloud) (Synergy Research Group)
15%
Q2 2026

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

Google Cloud is the #3 hyperscaler and uniquely runs on the TPU, its in-house AI ASIC now in its 6th/7th generation (Trillium, Ironwood), used to train Gemini and increasingly offered to external customers. In 2025 Anthropic expanded a deal for up to ~1M TPUs / ~1GW+ of Google TPU capacity, a landmark external TPU commitment. Google also buys Nvidia GPUs and designs Axion Arm CPUs, making it the most vertically integrated AI cloud.

Key facts

from its map entry
Custom AI chip
TPU v6 Trillium / Ironwood
Custom CPU
Axion (Arm)
Anthropic TPU deal
up to ~1M TPUs (2025)
Hosts
Google DeepMind / Gemini

Pick a link to move the graph there: · · · · · · ·

Connections24 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

12

Who depends on it

6

Backs

1

Partners

2

Compare two: what Google Cloud (GCP) shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Money1 deal

Pulled 27 Oct 2026 · Anthropic, PBC, Form S-1 registration statement · dated 26 Oct 2026

Parties (money runs →)KindAmountTermSource
→

At least about $114.5B with Google, April 2026 to July 2033, regardless of usage, with a true-up if spend falls short. Agreed March 2026, amended May to August 2026.

computeat least about $114.5BApr 2026 to Jul 2033
Anthropic, PBC, Form S-1 registration statement
“In March 2026, we entered into an agreement with Google, which was subsequently amended between May and August 2026, and pursuant to which we committed to spend at least approximately $114.5 billion between April 2026 and July 2033, regardless of actual usage.”
Open the source ↗

Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.

Financialsfrom its filings

Company file

Google Cloud (GCP): figures from its filings

Built from Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026. Every figure opens the exact text it comes from.

Market share1 segment

Pulled 28 Oct 2026 · Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years · dated 30 Jul 2026

Cloud infrastructure

Q2 2026 · Synergy Research Group

Share of worldwide cloud infrastructure services revenue (IaaS, PaaS, hosted private cloud)

  • 28%
  • 20%
  • 15%
  • Others37%
Exact text in the source
  • “Among the major cloud providers, Amazon maintains a strong lead in the market, though Microsoft and Google continue to achieve substantially higher growth rates. Q2's worldwide market share was 28%, 20%, and 15%, respectively.”Amazon, Microsoft and Google, in that order (previous sentence)
Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years, 30 Jul 2026 ↗

Other segments with sourced shares: Foundry (Q2 2026) · DRAM (Q2 2026) · HBM (Q1 2026) · Enterprise LLM APIs (2025). Open All of AI to see every segment.

Shares are estimates by the firm named on each card, for the period shown, unless a company's own filing states them. Different firms measure differently, so shares from different cards are not compared or added. “Others” is 100 minus the shares listed.

Data sources4 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
Anthropic, PBC, Form S-1 registration statement ↗1 quoted passage · sec.govMoney26 Oct 202627 Oct 2026when a new document is filedread from the document
Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years ↗1 quoted passage · srgresearch.comMarket share30 Jul 202628 Oct 2026when a new document is filedread from the document
AI Systems Map links24 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.