Comscore’s cross-platform data for December 2025 highlights Google Gemini’s rapid ascent as an AI assistant destination. On mobile devices, Gemini attracted 12.8 million unique visitors, representing a 137% increase year-over-year from December 2024. Desktop visitation surged even more dramatically, rising 648% to 12.3 million unique visitors. These figures underscore Gemini’s growing user base and suggest that Alphabet’s investment in conversational AI is translating into meaningful engagement gains against established competitors.

With global AI infrastructure expenditure forecast to reach $1.4 trillion in 2026, Alphabet has broadened its reach beyond software by leveraging custom Tensor Processing Units (TPUs). The company secured major contracts to supply TPUs to Anthropic and is in advanced discussions with Meta for additional data-center deployments. Analysts project that these deals could contribute a mid-teens percentage increase to Alphabet’s AI hardware revenue in 2026, potentially lifting overall earnings growth by more than 20% as chip pricing power strengthens amid surging demand for high-performance AI compute.

Of the so-called Magnificent Seven tech stocks, Alphabet delivered a standout total return of 65.4% in 2025, significantly outperforming the S&P 500’s 16.4% gain. Investors have credited this performance to Alphabet’s seamless integration of Gemini into core search and ad-sales products, which boosted search revenue growth without eroding legacy business lines. Market strategists now rate the shares as a strong buy for long-term portfolios, citing continued upside from both AI-driven advertising innovations and expanding enterprise cloud services.