On August 20, 2025, T-Mobile announced it will introduce the new Google Pixel 10 lineup, including models with Gemini AI and T-Satellite connectivity, to its customers, with significant device promotions and features such as early off-grid access to Google Maps via satellite.
This expansion underscores the deepening integration of Alphabet’s AI capabilities and hardware ecosystem into mobile connectivity experiences and reinforces the company’s partnerships with major wireless carriers.
We’ll explore how the collaboration with T-Mobile to launch Gemini-powered Pixel devices could influence Alphabet’s investment narrative.
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To be an Alphabet shareholder, you typically have to believe in the company’s ability to harness AI-powered features, cloud expansion, and product innovation to drive sustainable long-term growth across its core businesses. The T-Mobile partnership and Pixel 10 launch with Gemini AI reinforce Alphabet’s competitive edge in mobile and hardware, but these additions do not materially change the most important near-term catalyst, monetizing generative AI across Search and Cloud, or alter the biggest risk, which remains regulatory pressure and potential antitrust actions.
An announcement particularly relevant here is Alphabet’s recent $10 billion, six-year cloud deal with Meta. This development highlights how Alphabet is expanding its presence in the enterprise AI and cloud market, which directly feeds into its efforts to monetize AI capabilities in consumer hardware like the new Pixel devices. As Alphabet seeks new avenues for growth through both partnership and product expansion, the way it balances investment scale with margin protection will remain a key consideration for investors.
Yet, even as the business shows momentum, the accelerating pace and scope of global antitrust scrutiny presents a risk that investors should be aware of…
Read the full narrative on Alphabet (it’s free!)
Alphabet’s narrative projects $512.2 billion revenue and $148.7 billion earnings by 2028. This requires 11.3% yearly revenue growth and a $33.1 billion earnings increase from $115.6 billion today.
Uncover how Alphabet’s forecasts yield a $216.59 fair value, a 5% upside to its current price.
With 191 member views, Simply Wall St Community fair value estimates range from US$165.53 to US$265. Alphabet’s ability to scale recent AI and hardware integrations could affect how these expectations play out.
