Alphabet Stock: 900M Gemini Users & $1B Apple Deal

Some investors are selling Alphabet stock after reports of a delayed release for its Gemini 3.5 Pro model. This knee-jerk reaction might be missing the bigger picture. Here's the thing: Alphabet has more than doubled its Gemini users in less than a year, now reaching 900 million monthly users. What's interesting is that the company generated $1.2 billion in sales from Gemini last year. Plus, Apple will reportedly pay Alphabet $1 billion annually to use Gemini for its new Siri AI. The company is also designing a new chip called Frozen v2. This chip could make Gemini processing far more efficient, using six to ten times more AI tokens per unit of power than current processors. The bottom line: While a model delay is disappointing, Alphabet is showing significant progress in AI user growth and sales, with major technological advancements on the horizon.