Can Google Hit $4T in Just 3 Months? How Fast Did Nvidia & Apple Get There?
$Alphabet(GOOG)$ is closing in on a $4 trillion market value, powered by the AI boom — and could soon become the fourth company to ever join the $4T club. The stock is now up nearly 70% YTD, far outpacing AI rivals Microsoft and Amazon.
And then came the after-hours catalyst: Google shares rose another 2% after the company announced plans to sell its TPUs directly to $Meta Platforms, Inc.(META)$ , a move that could further pressure Nvidia’s dominance.
A similar worry popped up when Broadcom’s ASICs launched — but Nvidia’s earnings later proved demand was still overwhelming. Still, $Broadcom(AVGO)$ has doubled since the 2024 ASIC boom, with its market cap now approaching $2T.
Three companies have touched the $4T milestone before: Nvidia, Microsoft, and Apple. Right now, only Nvidia and Apple remain above that line.
Here’s how long it took each to go from $3T → $4T:
Nvidia: 1 year
Microsoft: 1.5 years
Apple: nearly 4 years
On September 15 this year, Google crossed $3T for the first time. Just two months later, it’s already within striking distance of $4T.
And compared with the April lows? Even more dramatic: Google stock has more than doubled since April — adding roughly $2 trillion in just 7 months.
The market’s attitude toward Alphabet has clearly flipped. For a while, investors feared Google had lost the AI race after OpenAI launched ChatGPT in late 2022 — despite the fact that much of the core technology behind generative AI originated inside Alphabet.
But in 2025, Alphabet regained momentum. $Berkshire Hathaway(BRK.B)$ Google is no longer “catching up.” It’s accelerating.
Questions:
1. With only one month left in 2025, can Google break history with a $4T sprint?
If Alphabet hits $4 trillion this year, it will have gone from $3T to $4T in just three months. It should be noted that Nvidia only spent 3 months from $4 trln to $5 trln.
Not long ago, many compared Google to “the old Microsoft.” But with positive news piling up, its recent surge has far outpaced Microsoft.
2. Is Google’s next target to become the next Nvidia?
Leave your comments below to win at least 5 tiger coins!
E.g.:
I think Alphabet will reach $4 trln in December, 2025.
or
I think Google will spend 1 year to reach $4 trln.
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Alphabet is accelerating into 2026 with strong AI catalysts and an improving competitive position. Opening TPUs to outside customers shows Google is willing to challenge Nvidia across more layers of the AI stack, not just in software.
Overall, I see Alphabet entering a new growth phase. Nvidia is still the leader in AI chips, but Google now has the momentum and the strategic depth to become the next Nvidia-style market driver. Whether it’s this December or early 2026, I’m confident Alphabet is heading toward $4T sooner than most expected.
@Tiger_comments @TigerStars
guessing these few days probably might still rise more as 10 Dec will be ex-dividend, investors would want grab this last opportunity of the year..
$Alphabet(GOOGL)$ now stands at 3.9T as I typed.. so my guess is high chance 4T by December
Driven by the recent stake of Berkshire Hathaway, robust investor confidence in its cloud business, and fueled by Gemini AI models and Tensor Processing Units (TPUs), GOOG has recently seen record-high stock prices
GOOG is pitching its custom-designed TPUs to external clients like Meta Platforms (META), strategically shifting its role from being a large AI customer to a direct infrastructure competitor
Unlike the specialized focus of NVDA on Graphics Processing Units (GPUs), GOOG is positioning itself as a hybrid AI infrastructure player through its TPUs and cloud services, establishing a distinct and powerful strategy
With just 1 month remaining in 2025, GOOG is on track to hit the $4 trillion mark, making a successful and historic "sprint" seem highly likely。。。
Tag :
@Huat99
@Snowwhite
With its valuation surging, driven by massive strides in AI and strategic business wins, Google is proving that it is a force to be reckoned with, both in software and hardware.
Is Google becoming the next $NVIDIA(NVDA)$? Yes it is possible. Google's landmark deal with $Meta Platforms, Inc.(META)$ with TPUs for AI training validates Google's hardware prowess and could be worth billions by 2027. This signifies Google's intent to compete directly in the AI accelerator market.
Another major win is the recent NATO's contract to provide secure cloud and AI services worth billions of dollars.
With Google's Gemini 3 AI model, I believe that Google is driving the AI revolution.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
Don’t know a single person that doesn’t use google daily
Check them in the history - “community distribution“
The market needs reasons to place their bets. Google will do well to not shoot themselves in the foot by doing the "microsoft": cram functions that users don't want, down their throats
與四月份的低點相比？更引人注目的是：自4月份以來，谷歌股價上漲了一倍多——在短短7個月內增加了約2萬億美元。
市場對Alphabet的態度明顯發生了轉變。有一段時間，投資者擔心谷歌輸掉了人工智能競賽OpenAI於2022年底推出ChatGPT後——儘管生成式AI背後的大部分核心技術都源自Alphabet內部。