Particle.news
Download on the App Store
25 ARTICLES
·
10h ago

Alphabet Touches $4 Trillion as Apple Taps Gemini for Next Siri

The revaluation reflects a sharpened AI strategy capped by a multiyear Apple pact that broadens paying distribution for Google’s models and cloud.

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)
Image
The Google logo is displayed during a press conference in Berlin, Germany, November 11, 2025. REUTERS/Lisi Niesner
Image

Overview

  • Alphabet became the fourth company to reach a $4 trillion valuation on Jan. 12, days after it surpassed Apple to rank second by market value.
  • Apple and Google announced a multiyear collaboration that will base Apple Foundation Models and a more personalized Siri on Gemini and Google Cloud.
  • Positive reviews for Gemini 3 and the November debut of Ironwood TPUs, along with renting Google’s custom chips to external customers, strengthened confidence in its AI stack.
  • Google Cloud reported 34% third‑quarter revenue growth and about $155 billion in non‑recognized contract backlog, underscoring enterprise demand for its AI services.
  • Broader distribution is building, with Reuters reporting Samsung will double Gemini‑powered devices this year and The Information saying Meta is in talks to buy Alphabet chips starting in 2027.