Google

GOOGL · NASDAQ

Can AI investment sustain returns in search and cloud?

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BUSINESS NETWORK

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Select a node to explore the evidence and open questions.

RELATIONSHIP MAPGoogle

UPSTREAM INPUTS

FOCUS COMPANYGoogleBusiness dependency focus

DOWNSTREAM DELIVERY

Upstream · inputsDownstream · deliveryDashed · historical

Supplier · Upstream

NVIDIA

External AI accelerators for Google Cloud

Disclosure date · 2026-07-22

01The relationship

Google’s Q2 remarks describe Google and NVIDIA accelerators, including NVIDIA Vera Rubin. Track in-house TPUs separately from external GPUs; procurement shares are not disclosed.

02What to verify next

Verify GPU availability by region, delivery capacity and the TPU/GPU product mix.

03Sources & evidence

Google Alphabet earnings call Q2 2026: Sundar Pichai remarks · 2026-07-22

Read supporting excerpt

accelerators from Google and NVIDIA

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The business behind each connection

6 / 6

Compare what is supplied or delivered, the disclosed facts and open questions. Select a company name to highlight its connection above.

Google · Documented business dependencies
Counterparty / direction	Product or service	Evidence & scope	Source / disclosure date	What to verify next
Upstream · Supplier	External AI accelerators for Google Cloud	Google’s Q2 remarks describe Google and NVIDIA accelerators, including NVIDIA Vera Rubin. Track in-house TPUs separately from external GPUs; procurement shares are not disclosed.	Google ↗2026-07-22 Supporting excerpt accelerators from Google and NVIDIA	Verify GPU availability by region, delivery capacity and the TPU/GPU product mix.
Downstream · Customer	AI and analytics customer	Google names PepsiCo as an AI and analytics customer, without a contract value or customer-specific revenue in this passage.	Google ↗2026-07-22 Supporting excerpt PepsiCo for AI and analytics solutions	Track deployment scope, renewals and disclosed usage outcomes.
Downstream · Customer	Core business processes	Q2 2026 management commentary names Intel as an enterprise AI customer; customer-specific contract value is not disclosed.	Google ↗2026-07-22 Supporting excerpt Intel to streamline core processes	Verify deployment scope, renewals and usage.
Downstream · Customer	Wealth-management AI	Q2 2026 management commentary names HSBC as an enterprise AI customer; customer-specific contract value is not disclosed.	Google ↗2026-07-22 Supporting excerpt HSBC for wealth management	Verify deployment scope, renewals and usage.
Downstream · Customer	Exchange & data cloud services	The 2022 announcement says Coinbase selected Google Cloud for exchange and data services; current migration scale is not established.	Historical disclosure Google Cloud ↗2022-10-11 Supporting excerpt Coinbase, who has selected Google Cloud to build advanced exchange and data services	Verify subsequent infrastructure deployment and service scope.
Upstream · Platform	Prospective software platform provider	On October 21, 2026, Google Cloud was disclosed as exploring NVIDIA DSX MaxLPS software; completed deployment was not disclosed.	nvidianews.nvidia.com ↗2026-10-21 Supporting excerpt CoreWeave, Firmus, Google Cloud, IREN, Lambda, Nebius, Nscale and Sharon AI are exploring the software.	Will Google Cloud put DSX MaxLPS into production?

Coverage & reading notesReviewed 2026-10-22

Selected relationships, not a complete supply chain. Omission does not imply absence, and a dated disclosure does not establish that a contract remains active. Arrows indicate input or delivery direction, not exclusivity, procurement share or investment advice.