Google / Alphabet
Anthropic investor and TPU supplier, while running its own frontier lab
Alphabet has invested over $3B in Anthropic and holds a minority stake (reportedly ~14%), while supplying Anthropic large TPU capacity — a late-2025 deal reportedly gave Anthropic access to up to ~1 million TPUs. This makes Google simultaneously an investor in, cloud vendor to, and frontier-model competitor of Anthropic (via Google DeepMind's Gemini). The dual role illustrates the tangled, non-exclusive alliances defining the 2025-2026 AI capital web.
Anthropic stake
$3B+, ~14%
Compute
up to ~1M TPUs to Anthropic
Own lab
Google DeepMind / Gemini
How it fits the stack
Google / Alphabet with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Google / Alphabet in the AI stack. Google / Alphabet with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 4 relationships
- Anthropic capital stack (Amazon/Google) —depends on→ Google / Alphabet
- Google / Alphabet —designs→ Google DeepMind
- Google / Alphabet —invests in→ Anthropic
- Google / Alphabet —invests in→ Anthropic capital stack (Amazon/Google)