Wafer-scale technology could deliver 100X the performance while using 90% less energy...
Dear Fellow Investor,
While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet.
I’m George Gilder. I’ve been calling tech revolutions for 40+ years.
When I predicted cell phones would change everything in 1991, people laughed.
When I said streaming video would kill Blockbuster in 1994, Wall Street ignored me.
When I called Amazon’s dominance in 1996, investors shrugged.
Those “crazy” predictions were followed by insane returns:
- Apple: 249,900% since IPO
- Netflix: 112,700% from going public
- Amazon: 216,100% since IPO
Now I see something even BIGGER brewing…
I see the death of big data centers coming. And My research suggests three companies are making it happen: building what I call the “Trillion Dollar Triangle”:
- Wafer-scale chips 100X faster than current systems
- 90% energy reduction
- Technology that makes AI data centers unnecessary
Make no mistake... This could be one of the biggest opportunities I’ve seen in over four decades.
>> Get the three company names before Wall Street catches on <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
Alphabet Tops $4 Trillion Valuation as AI Momentum Runs Hot
Authored by Ryan Hasson. Date Posted: 1/16/2026.
Key Points
- Alphabet (GOOGL) just topped a $4 trillion valuation for the first time in its history, becoming the world's second most valuable company.
- The Apple–Gemini partnership was the primary catalyst, validating Google’s AI leadership and expanding Gemini’s distribution across major platforms.
- Beyond AI, Alphabet’s diversification remains a strength, with Wing’s recent nationwide Walmart drone-delivery expansion reinforcing long-term growth optionality.
Alphabet (NASDAQ: GOOGL) just made history. The tech giant surpassed $4 trillion in market capitalization for the first time after shares closed above $335 on Tuesday, Jan. 13, cementing its position as the second-most valuable company in the world behind NVIDIA. For long-term investors, the milestone is both symbolic and earned, especially after a choppy and frustrating first half of 2025 when Alphabet lagged peers amid mounting AI competition, advertising concerns, and regulatory overhangs.
Ironically, many of the same fears that drove that underperformance are now helping fuel the stock's resurgence. As MarketBeat highlighted throughout last year, Alphabet's ability to defend core businesses while accelerating AI monetization has been underestimated. In the short term, which specific announcements catalyzed the move toward a $4 trillion valuation? Let's take a look.
Apple Taps Google's AI for the Next Generation of Siri
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The most important catalyst behind Alphabet's latest surge was a landmark partnership with Apple (NASDAQ: AAPL). Apple confirmed it will use Google's Gemini as the foundation for the AI models powering the next generation of Siri. Samsung is also expected to double the number of devices running Gemini-powered AI this year, further extending Google's presence across consumer hardware ecosystems.
This is significant on multiple levels: practically, Gemini will sit at the center of Apple devices, Android smartphones, and Google's own Chrome ecosystem, giving Alphabet an unmatched distribution advantage in AI. Equally important, the deal represents a major shift in sentiment — investors previously worried Apple might move away from Google, threatening default search placement and long-term relevance. Instead, Apple is effectively endorsing Google's AI stack as best-in-class.
The agreement is structured as a licensing deal, and analysts estimate Apple will pay Alphabet roughly $1 billion annually for access to Gemini. For Apple, the decision makes sense: building and maintaining search-grade, large-scale AI infrastructure would require tens of billions in ongoing investment, so licensing Google's capabilities lets Apple stay competitive without taking on that cost. For Alphabet, it's a high-margin validation of its AI leadership at a critical moment.
Beyond AI, Alphabet's Innovation Engine Keeps Turning
While AI dominates headlines, Alphabet's strength is its diversification and ongoing innovation across multiple industries, particularly through its "Other Bets" segment. Waymo remains the best-known initiative, steadily expanding autonomous ride-hailing operations and moving closer to commercial scalability.
Another standout is Wing, Alphabet's drone delivery business, which began inside X (formerly Google X) and has grown into a serious contender in last-mile logistics. This week, Wing announced a major expansion with Walmart, marking the next phase of what is already the world's largest drone delivery program.
Under the new agreement, Wing and Walmart (NASDAQ: WMT) plan to scale ultra-fast drone delivery to an additional 150 Walmart stores over the next year, bringing service to more than 40 million Americans. By 2027, the companies aim to establish more than 270 drone delivery locations spanning from Los Angeles to Miami.
New service areas will include major metropolitan hubs such as Los Angeles, St. Louis, Cincinnati, and Miami, building on previously announced markets like Houston, Orlando, Tampa, and Charlotte. Operations in Houston are set to begin on Jan. 15. As Walmart executive Greg Cathey noted, strong customer adoption confirms that drone delivery represents "the future of convenience." For Alphabet, Wing is still early-stage but underscores the company's ability to incubate technologies that could redefine entire industries over time.
What the $4 Trillion Milestone Means for Investors
Crossing $4 trillion is more than a psychological win; it reflects broad confidence in Alphabet's ability to defend its moat, monetize AI at scale, and unlock value across its ecosystem. While some near-term consolidation would not be surprising after such a sharp move, the breakout above $325 marks an important technical shift. As long as that level holds, the trend remains firmly intact.
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