Google DeepMind says Gemini 4 is nearing launch
Google DeepMind head Koray Kavukcuoglu confirmed on September 23 that the company is close to releasing Gemini 4. The model is currently in the early stages of post-training, a phase designed to refine its performance and reliability for complex tasks. This launch aims to strengthen Google’s position against competitors like OpenAI and Anthropic.
Key points
- Koray Kavukcuoglu confirmed Gemini 4 is in early post-training stages as of September 23.
- Alphabet's Search and Other revenue increased 17% year over year in the second quarter.
- Gemini has surpassed 950 million monthly users, offering new monetization opportunities.
Alphabet is already seeing financial benefits from its AI integration, with Search and Other revenue rising 17% year over year in the second quarter. This growth is driven by user adoption of AI Overviews and AI Mode. The company reports that Gemini has surpassed 950 million monthly users, creating potential for new revenue through subscriptions, enterprise services, and developer APIs.
Investors are watching to see if these investments yield sufficient returns. Gemini 4 is described as an ambitious frontier model that may require significant computing resources. If it fails to offer meaningful improvements over rival systems, questions may arise about the efficiency of Alphabet’s massive AI infrastructure spending.
The story so far
2 episodes →- Google DeepMind says Gemini 4 is nearing launchthis story
Is Gemini 4 the Catalyst Alphabet (GOOGL) Needs to Win the AI Race?
finance.yahoo.com · 27 September 2026
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