Key Points
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Alphabet has captured 21% of the enterprise large language model (LLM) market, climbing from 8% since 2023.
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The company’s Project Mariner, an experimental AI agent, is available to subscribers of its $250/month AI service.
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Alphabet generated $113.8 billion in Q4 2025, reflecting an 18% growth from the previous year, with a net profit margin of 32.81%.
Alphabet has established itself as a leader in the enterprise large language model market, currently holding a 21% share, overtaking competitors like OpenAI and Anthropic. As part of its offerings, the company provides Project Mariner, an experimental AI agent, to users of its premium AI plan, which costs $250 per month. This tool enables users to interact with websites through Chrome for tasks such as purchasing event tickets or groceries.
In terms of financial performance, Alphabet reported a significant revenue of $113.8 billion in the fourth quarter of 2025, marking an 18% increase year-over-year, along with a net profit margin of 32.81%. This robust financial foundation provides Alphabet with substantial resources to advance its AI initiatives, including the development of its own AI hardware, the tensor processing unit (TPU), aiming to compete with Nvidia’s dominant graphics processing units (GPUs).
