Makes Gemini, the assistant built into Android, Search and Workspace.
- Revenue
- 25% of AI chip supply (Epoch AI)
- Growth
- Gemini app at 950M monthly users on the Q2 2026 call (July 2026), up from 750M in Feb 2026
- Based in
- Mountain View, US
- Founded
- 1998
- Listed
- Public (GOOGL)
Gemini ships inside products billions already use, so it does not have to win people by sign-up.
Default placement and Assistant rerouting count as users, so monthly users overstate free choice.
Money coming in
Who pays Google, and for what.
buys TPU capacity from Google, up to one million chips with over 1 GW in 2026
datacenterdynamics.com
Money going out
Who Google pays to do what it does.
bought Intersect Power to get data centre sites with their own power
abc.xyzInvests in Anthropic and supplies TPU compute
wam.aeled the $113M Series B through its CapitalG fund
dealroom.coCash purchase of Wiz, closed 11 Mar 2026
mezha.net
Where it sits on the map
its own AI chips
Makes Gemini, the assistant built into Android, Search and Workspace.
Puts Gemini into Android phones, Search and Gmail, and sells paid AI plans.
Gemini for Education and Google Classroom tools for schools.
Google Cloud rents its TPU AI chips and Gemini models to businesses.
Builds the Gemini models through Google DeepMind and sells them through Search, Cloud and the Gemini app.
Hosts private model deployments inside a customer's Google Cloud account, and runs its own Gemini models.
Owns Wiz after its $32B purchase, bringing cloud security into Google Cloud.
Competitors and neighbours
Designs the GPUs that train and run most big AI models, and the CUDA software they run on.
$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total
Open profileMakes ChatGPT, the assistant most people use, and sells its models to businesses through an API.
About $13B revenue in 2025, against about $34B of costs (reported)
Open profileDesigns its own Trainium AI chips and rents them out through AWS.
5% of AI chip supply (Epoch AI)
Open profileDesigns custom AI chips for big clouds and AI labs, and the networking chips that link them.
AI chip revenue $16.7B in a quarter, up 221%
Open profileMakes fast inference chips for running models, built around its own LPU design.
$3.5B in a 2026 round that followed its Nvidia licensing deal
Open profileMakes very large single-chip AI systems built for fast answers from models.
$510M in 2025, with $87.9M net income
Open profileDesigns custom AI chips for large cloud customers, and the optical chips that link data centres.
$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%
Open profileLicenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.
$4.92B for the year to March 2026, a record
Open profileSells chip-design software and design blocks used to build AI and other chips.
$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B
Open profileSources: t2online.in, pulse2.com, datacenterdynamics.com, newsbytesapp.com, ictbusiness.biz, wam.ae, mezha.net
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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