Corporate Strategy and Business Model Analysis

Covers corporate strategic initiatives, business model challenges, competitive positioning, and operational performance across various sectors including technology, automotive, and defense.

Can Alphabet Control the Entire AI Value Chain?

From subsea cables to Google Earth, the company integrates infrastructure, models, and data—but at what risk?

By KAPUALabs

/ 4 Aug 2026

Alphabet's AI Infrastructure Wager: Backlog Is Not Conversion

A comprehensive analysis of cloud visibility, TPU economics, financing scale, and vertical integration from 2026 disclosures.

By KAPUALabs

/ 4 Aug 2026