Alphabet Rockets Past $4T Valuation After Securing Apple AI Deal
Alphabet finally crashed tech’s most exclusive club. Yesterday, Google’s parent crossed a $4T valuation, joining Nvidia, Microsoft, and Apple. The milestone arrived as Apple confirmed it will use Google’s Gemini models to power its next-generation Apple Foundation Models, including a revamped Siri later this year.
- Alphabet shares surged 65% in 2025, fueled by Gemini 3 momentum and its full-stack AI push, with in-house TPUs emerging as a real challenge to Nvidia.
- The run briefly put Alphabet ahead of Apple in market cap for the first time in seven years, with the Apple partnership unlocking distribution across 2B+ devices.
The search giant’s advantage: Google’s AI already underpins much of Samsung’s Galaxy AI, but the Siri deal is a far stronger endorsement of its capabilities. It deepens an already lucrative relationship where Google remains the default search on Apple devices, a setup that sends tens of billions annually to Apple. With Search, YouTube, and cloud infrastructure reinforcing its full-stack edge, Google is tightening its grip as rivals like OpenAI try to close the gap.
