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[ARTICLE · art-110375] src=investors.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

Google's AI Chip Business Is Booming. Why Gemini 4 Matters More For Google Stock.

Morgan Stanley reports that Alphabet Inc.'s (GOOGL) AI accelerator chip business is booming, but the brokerage maintains this is not enough to re-rate Google stock, which will have to wait until the rollout of the new AI model Gemini 4. The report highlights that while chip sales are strong, the valuation multiple investors assign to Google will depend on the success of Gemini 4.

read1 min views1 publishedAug 25, 2026
Google's AI Chip Business Is Booming. Why Gemini 4 Matters More For Google Stock.
Image: source

Alphabet's (GOOGL) business of selling artificial intelligence accelerator chips is booming, says a Morgan Stanley report. But that's not enough to "re-rate" Google stock, the brokerage maintains. That will have to wait until Google rolls out a new AI model, Gemini 4. On Wall Street, re-rating usually refers to the valuation multiple investors are willing to pay for a company's…

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