Alphabet Pushes Deeper Into Voice AI With New Gemini Models

Alphabet has introduced Gemini 3.8 Live and Gemini 3.8 Live Extended Thinking, two voice-focused artificial intelligence models aimed at building responsive voice-based enterprise AI agents. The models feature multi-step reasoning, real-time visual processing, support across 97 languages, and tool/API execution during live dialogues. Alphabet is actively collaborating with Salesforce, Genspark, and Lumeris to integrate these capabilities into enterprise workflows and customer service solutions. This technology rollout follows robust quarterly performance, with Alphabet posting a 24% year-over-year rise in revenue to $119.8 billion and Google Cloud revenue expanding 82% to $24.8 billion. The Gemini application has reached 950 million monthly active users, processing 22 billion API tokens per minute. To support surging AI demand, management raised Alphabet's 2026 capital expenditure outlook to a range of $195 billion to $205 billion. Market sentiment remains optimistic, supported by a 'Strong Buy' analyst consensus and an average price target of $432.39, reflecting expected long-term monetization across cloud and enterprise software sectors.