Meanwhile, Apple saw its market capitalization drop to $3.84 trillion amid a more than 4% loss in its stock over the past five days. The difference between the two companies reflects the distinct strategies adopted in the field of artificial intelligence.
Alphabet had a remarkable 2025 on Wall Street, posting a 65% increase in stock value, the most since 2009, according to CNBC.
At the end of last year, the company launched Ironwood, the seventh generation of its tensor processing units, presented as a promising alternative to Nvidia products. In December, Google introduced Gemini 3 to rave reviews.
Alphabet CEO Sundar Pichai has repeatedly emphasized that the company is responding to the growing demand for AI solutions.
“In our cloud business, we signed more deals over $1 billion in 2025 through the third quarter than in the last two years combined,” Pichai said on the October financial report call.
On the other hand, Apple has had a slower pace in the AI race, which started in 2022 with the release of ChatGPT by OpenAI. The launch of the next-generation Siri voice assistant, originally planned for 2025, has been pushed back to 2026, with the company promising a “more personal” Siri.
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