Gemini 3.5 Pro release delayed, Alphabet stock price fell for two consecutive days
Shares of parent company Alphabet extended their losses before the market opened on Friday, falling 1.5% after reports that the release of its flagship AI model Gemini 3.5 Pro has been delayed by several months. Alphabet's stock price has fallen about 4.5% after the news broke on Thursday. According to people familiar with the matter, Gemini 3.5 Pro was originally planned to be launched in June this year, but because the model performance, especially the code generation capability, did not meet internal expectations, Google is still continuing to optimize, resulting in a lag in the release schedule. According to reports, Google updated the data used to train Gemini at the end of last month to improve programming performance, but the test results did not meet expectations. The delay sparked internal dissatisfaction. Ten current and former employees said that Google engineers, AI researchers and management are frustrated by this, and many people are worried that Google may lose its market advantage as competitors Anthropic and OpenAI launch models that surpass Gemini. A Google spokesperson said in response that the company is rapidly launching a series of AI models and maintaining high cost-effectiveness, and is currently testing Gemini 3.5 Pro, upgraded Flash models and other models with partners. External competitive pressure is increasing. OpenAI released the GPT-5.6 model last week, Meta also launched new models in agency and code generation, and Anthropic’s Claude series continues to win the favor of enterprise customers. Analysts pointed out that code generation capabilities have become an important indicator of the competitiveness of large language models. The delay of Gemini 3.5 Pro reflects Google’s desire to launch the model into the market after it matures, but investors have deepened their doubts about the company’s execution in the AI field.