Alphabet
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Own silicon, consumer distribution, cloud operations, and enterprise controls give Alphabet the broadest position. We expect that combination to preserve first place through 2030; new chips enter the forecast, not today’s deployed inventory.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 95 | 100 | 100 |
| Interface | 100 | 100 | 100 |
| Alignment | 90 | 95 | 95 |
| Energy | 70 | 80 | 90 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 94.4 to 98.1; the rank holds at #1.
Compute 95 → 100; Alignment 90 → 95; Energy 70 → 90.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Agents displace Google’s discovery surfaces faster than Gemini captures the new interaction.
Research behind the judgment
Google describes TPUs as the infrastructure behind Gemini and its billion-user products. Ironwood is generally available; eighth-generation TPUs are still listed as coming soon.
- TPU product and deployment statusCurrent product documentation · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.