Alphabet's Gemini AI platform tripled its enterprise LLM market share to 21% by end of 2025, while the company expands hardware partnerships and secures Apple as a major customer.

Gemini market share in enterprise LLMs grew from 7% in 2023 to 21% by the end of 2025, according to venture capital firm Menlo Ventures, while ChatGPT's share fell from 50% in 2023 to 27% in 2025.

Alphabet is positioned in both AI hardware and software: its TPU (tensor processing unit, an AI chip co-developed with Broadcom) is being adopted by companies including Anthropic and OpenAI, and Apple announced in mid-January it will base its Apple Intelligence system on Gemini and use Google's cloud computing services.

For the 2026 first quarter, Alphabet reported revenue of $109.8 billion, up 22% year over year, with net income growing 81% and earnings per share surging 82%, while maintaining a total debt-to-equity ratio of 0.19.