Alphabet’s Supply Chain Is an Infrastructure Constraint Problem, Not a Logistics One

The Supply Chain People Don’t See
Google’s supply chain is often described as “mostly digital.” That description understates where the real operating risk sits. Alphabet runs a large, capital-intensive physical system built around data centers, servers, networking equipment, and the facilities required to deploy them. Consumer devices and first-party retail exist, but they are not the organizing force. The system is organized around infrastructure capacity and the time re