Overview
- Alphabet crossed the $4 trillion market‑cap threshold on Jan. 12, becoming the fourth company to reach that level and recently surpassing Apple to rank second by value.
- Apple and Google announced a multi‑year collaboration that puts Gemini and Google Cloud at the center of Apple’s next foundation models and an updated Siri slated for this year.
- Gemini 3’s strong reviews, the unveiling of the Ironwood TPU, and opening Google’s proprietary AI chips to outside customers have strengthened Alphabet’s technical and commercial position.
- Google Cloud has accelerated, with third‑quarter revenue up 34% and a reported $155 billion contract backlog as enterprises adopt Google’s AI products.
- Partner and investor signals are mounting, with Samsung planning to double Gemini‑powered devices, Meta reportedly in talks to buy Alphabet chips starting in 2027, and Berkshire Hathaway disclosing a stake.