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2w ago

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

The Apple–Gemini pact signals broader distribution that validates Alphabet’s full‑stack AI strategy.

FILE - A woman walks by a giant screen with a logo at an event at the Paris Google Lab on the sidelines of the AI Action Summit in Paris, on Feb. 9, 2025. (AP Photo/Thibault Camus,File)
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The Google logo is displayed during a press conference in Berlin, Germany, November 11, 2025. REUTERS/Lisi Niesner
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Overview

  • Apple and Google announced a multi‑year collaboration that will base Apple Foundation Models and a revamped Siri on Google’s Gemini models and cloud technology.
  • Alphabet became the fourth company to reach a $4 trillion valuation and overtook Apple in market cap for the first time since 2019.
  • Google Cloud remains a key growth engine, with revenue up 34% in the third quarter and a $155 billion backlog of sales contracts.
  • Google has begun renting its custom TPU chips to external customers, and The Information reported that Meta is in talks to buy Alphabet’s chips for data centers starting in 2027.
  • Gemini 3 drew strong reviews as distribution widens, with Reuters reporting Samsung plans to double the number of Gemini‑powered devices this year.