Google has fired its latest shot at Apple (AAPL) just weeks before the expected September iPhone debut. Alphabet’s (GOOG) (GOOGL) subsidiary has launched its new Pixel 11 lineup, putting Gemini AI at the center of its latest smartphone push and giving investors a fresh look at how Google plans to compete in the AI-powered device market.
That timing matters for investors. Pixel remains a small business compared with Google Search, advertising, and Cloud, but the hardware gives Alphabet a direct way to put Gemini in front of millions of consumers. If Google can use Pixel to strengthen its AI ecosystem and take even a modest share from Apple, the strategic payoff could be much larger than phone sales alone.