Alphabet reached US$4 trillion in market value this Monday (12), with the company’s shares being boosted by the intensified focus on artificial intelligence that dispelled doubts about the company’s strategy and placed it once again at the forefront of the sector.
On Wednesday (7), Google’s parent company had surpassed Apple in market value for the first time since 2019, becoming the second most valuable company in the world.
These milestones represent a notable shift in investor confidence toward Alphabet. The company’s shares are up about 65% in 2025, outperforming its peers in Wall Street’s elite group, the so-called “Magnificent Seven.”
This year, Alphabet shares have gained around 6%. At 12:27 p.m., they were trading up about 1%.
The company dispelled concerns that it had let a head start in AI slip away, turning a cloud computing unit into a key growth engine and attracting a rare technology investment from Warren Buffett’s Berkshire Hathaway.
The new Gemini 3 model has also received very positive reviews, intensifying pressure on OpenAI after GPT-5 left some users disappointed.
A Reuters report said Samsung Electronics plans to double the number of its mobile devices with AI capabilities, powered by Google’s Gemini, this year.
Google Cloud revenue increased 34% in the third quarter, with a contract backlog that rose to $155 billion.
The rental of AI chips developed by Google itself, which were previously reserved for internal use, to external customers also enabled the unit’s dizzying growth.
Indicating growing demand, The Information reported that Meta is in talks to invest billions of dollars in Alphabet chips for use in its data centers from 2027.
Alphabet’s main source of revenue – its online advertising business – has remained largely stable despite economic uncertainty and intense competition.
Alphabet is the fourth company to reach the US$4 trillion mark in market value, after Nvidia, Microsoft and Apple.
The stock also benefited after a U.S. judge in September ruled against the Alphabet split and allowed it to maintain control of the Chrome web browser and Android mobile operating system.
