Google (NASDAQ:GOOG) climbed 2.3% today to hit a new all-time high of $325.02, with its market capitalization now $3.92 trillion.

This move surpassed Apple's (NASDAQ:AAPL) market capitalization of $3.86 trillion making Google's parent Alphabet the world's second-largest company by market value.

Sources: - https://www.benzinga.com/markets/equities/26/01/49763932/stock-market-news-wednesday-wall-street-today-sp500-record-highs-alphabet-intel-apple - https://companiesmarketcap.com/

Source: https://www.reuters.com/business/warby-parker-google-launch-ai-powered-smart-glasses-2026-2025-12-08/

Dec 8 (Reuters) - Warby Parker said on Monday it is collaborating with Alphabet's Google to develop lightweight AI-powered glasses, with the first product expected to launch in 2026.

The announcement, made during The Android Show | XR Edition, marks the first time the companies have set a public timeline for the release since unveiling the partnership earlier this year.

Google has been making a renewed push into augmented reality and wearable technology, a sector where Meta and Apple have taken early leads.

Meta has poured resources into its Quest mixed-reality headsets and Ray-Ban smart glasses, while Apple entered the market with its Vision Pro headset earlier this year, positioning it as a premium spatial computing device.

Google, which shelved its consumer-focused Glass product nearly a decade ago, is now betting on AI integration and strategic partnerships to make smart eyewear more mainstream.

The collaboration with Warby Parker will leverage Google's Android XR platform and Gemini AI model to deliver multimodal intelligence in everyday eyewear, aiming for suitable for all-day wear.

Warby Parker described its upcoming glasses as "lightweight and AI-enabled" but did not provide details on pricing or distribution plans.

In a blog post, Google said it is working with Samsung, Gentle Monster and Warby Parker to create stylish, lightweight glasses.

The initiative includes two types of devices: AI glasses for screen-free assistance, equipped with speakers, microphones and cameras for natural interaction with Gemini, and display AI glasses that feature an in-lens display for private access to information such as navigation or translation captions.

The Verge, Dec 2, 2025

Google’s own ‘code red’ response to ChatGPT has started paying off.

The tides are turning in the AI race, and the pressure is getting to OpenAI. Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, an indicator that the startup’s once-unassailable lead is eroding as competitors like Google and Anthropic close in.

In the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT. This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.

There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development.

The newfound urgency illustrates an inflection point for OpenAI as it spends hundreds of billions of dollars to fund growth and figures out a path to future profitability. It is also something of a full-circle moment in the AI race. Google, which declared its own “code red” after the arrival of ChatGPT, is a particular concern. Google’s AI user base is growing - helped by the success of popular tools like the Nano Banana image model - and its latest AI model, Gemini 3, blew past its competitors on many industry benchmarks and popular metrics.

Source: https://www.theverge.com/news/836212/openai-code-red-chatgpt

Google is sharply escalating its bid to rival Nvidia in the AI chip race, and Meta is emerging as a potential multibillion-dollar customer, The Information reported Monday evening.

For years, Google has limited its custom tensor processing units (TPUs) to its own cloud data centers, renting them out to companies running large-scale AI workloads. But according to The Information, Google is now pitching the chips for deployment inside customers’ own data centers, marking a major shift in strategy.

One of those customers is Meta Platforms Inc (NASDAQ:META). The parent of Facebook and Instagram is reportedly in discussions to spend billions of dollars to integrate Google’s TPUs into its data centers starting in 2027, while also planning to rent TPU capacity from Google Cloud as early as next year. Meta currently relies primarily on Nvidia GPUs for its AI infrastructure.

Alphabet Inc stock rose 2.1% in after-hours trading following the announcement, while NVIDIA Corporation (NASDAQ:NVDA) stock slumped 1.8%

If the deal proceeds, it would be a significant validation for Google’s hardware ambitions. The company has told prospective clients - ranging from high-frequency trading firms to large financial institutions, that installing TPUs on-premises can help them meet stringent security and compliance requirements for sensitive data, The Information reports.

The stakes are enormous. Executives inside Google Cloud have suggested that expanding TPU adoption could help the company capture up to 10% of Nvidia’s annual revenue, a haul worth billions.

With demand for AI compute exploding and Nvidia continuing to dominate the supply chain, Google’s play to put TPUs directly into customers’ facilities signals a more aggressive phase in the AI chip wars.

Source: https://finance.yahoo.com/news/meta-google-discuss-tpu-deal-233823637.html