Sergey Brin Wants Google to Double Down on Gemini. What That Means for GOOGL Stock.
Alphabet's Google co-founder Sergey Brin has called for the company to prioritize its own large language model, Gemini, over competing offerings. This view has led to a more hands-on approach from Google's executives towards AI operations. DeepMind's CEO Demis Hassabis is stepping down, and Koray Kavukcuoglu, previously DeepMind's CTO and Google's chief AI architect, will assume the role of SVP, overseeing Gemini's development and associated teams.
Analysts have noted that while competitors OpenAI and Anthropic have released impressive models such as Mythos and GPT-5.6, no follow-up releases from Alphabet have challenged them since the Gemini 3.1 Pro launch. Google's AI wing now processes 22 billion API tokens per minute, and the Gemini App boasts 950 million monthly active users.
Despite the aggressive expansion of AI operations, Alphabet's AI budget is expected to increase by $15 billion in 2026, leading to a projected EPS decline from $20.51 in fiscal 2026 to $14.74 in 2027.
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