Google Shares Gain on Report of Chip to Boost AI Efficiency

Alphabet’s Google shares rose after a report said the company is developing a server chip aimed at improving efficiency for its Gemini artificial intelligence model. The semiconductor, referred to as Frozen v2, could be deployed as early as 2028, according to the Information, which cited unnamed people familiar with the matter. The report suggests the chip is intended to optimize how Gemini runs in data centers, potentially improving performance-per-watt and reducing computing overhead. While the article references the chip name and a possible timeline, it does not provide further technical specifications or confirm commercial availability dates. The move is positioned as part of Alphabet’s broader push to build AI infrastructure beyond software alone. In the competition for AI compute, proprietary chips remain a key differentiator for major cloud and AI providers.