US EditionAlphabet Races Toward $4 Trillion Valuation as AI-Fueled Gains Accelerate
Alphabet's AI momentum with Gemini 3 and TPU chip deals, including Meta's potential $billions investment, drives shares up nearly 70% this year, nearing $4 trillion valuation.
- On Monday, Alphabet closed in on a US$4-trillion valuation after shares hit a record US$315.9, giving it a market capitalization of US$3.82-trillion.
- This year, Alphabet rebuilt momentum through Google Cloud and Gemini 3 by attracting Warren Buffett's Berkshire Hathaway and earning strong early reviews for the Gemini 3 model.
- Market reaction was swift as Nvidia and AMD shares fell about 2% after The Information reported Meta is considering using Google's TPUs in 2027 and renting chips next year.
- Market moves, including Nvidia's shares falling, suggest investors see Google as a potential challenger, with insiders estimating about 10% of Nvidia's revenue could be captured.
- Analysts note Google is pushing to challenge Nvidia amid a flurry of AI headlines, but demand for TPUs has surged as businesses seek Nvidia alternatives and Google faces Nvidia's proprietary code and a CUDA base of more than 4 million developers.
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Google, the sleeping giant in global AI race, now ‘fully awake’
The internet giant has released new AI software and struck deals, such as a chip tie-up with Anthropic PBC, that have reassured investors the company won’t easily lose to ChatGPT creator OpenAI and other rivals.
Google's parent company, Alphabet, has almost reached a record market value of $4 trillion. Its shares added about 4% in pre-market trading and rose to about $331.
Google, the sleeping giant in global AI race, now ‘fully awake’
Since the launch of ChatGPT three years ago, analysts and technologists — even a Google engineer and the company’s former chief executive officer — have declared Google behind in the high-stakes race to develop artificial intelligence. Not anymore.
Why Alphabet Stock Moved Higher Again Today
Key PointsMeta is reportedly interested in acquiring AI chips from Alphabet's Google. Deal or no deal, Alphabet is a financial powerhouse with the resources and market position to be a big winner in the AI market. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) stock continued its strong run with the shares up as high as 3.2% in early morning trading. The move today comes as news broke that Meta is reportedly in talks with Alpha…
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