The code generation capability did not meet the target. Alphabet Inc. Class C (GOOGL.US) delays the release of the Gemini 3.5 Pro large language model.
Due to the delay in the release of the flagship artificial intelligence model, Alphabet's stock price fell by 4% on Thursday.
Due to the delayed release of the flagship artificial intelligence model, Alphabet (GOOGL.US, GOOG.US) stock price fell by 4% on Thursday. According to media reports, Alphabet Inc. Class C decided to postpone the launch of Gemini 3.5 Pro large language model for several months as the model's performance has not met internal expectations.
Sources revealed that the development progress of Gemini 3.5 Pro is behind schedule mainly because Alphabet Inc. Class C is still optimizing the model's performance. The code generation capability has not reached the company's internal targets, and this area has become one of the most competitive tracks among global AI companies.
Reportedly, as Alphabet Inc. Class C slows down its product release pace, OpenAI and Meta Platforms (META.US) have recently launched new generations of AI models with better code generation capabilities than Alphabet Inc. Class C's existing products, further intensifying market competition.
Alphabet Inc. Class C first unveiled Gemini 3.5 Pro at the Google I/O developer conference in May this year, stating that the model had already started being used internally and would be open to more users in the following month. However, the latest news indicates that this plan has been delayed.
In response to the reports, an Alphabet spokesperson stated that the company continues to rapidly roll out multiple AI models while maintaining cost efficiency. The spokesperson mentioned that the company is currently testing Gemini 3.5 Pro, an upgraded Flash model, and other AI models with partners, and is actively collaborating with the U.S. government.
In recent years, code generation has become one of the most important application scenarios for generative AI and a focus of competition among major AI model providers. Companies like OpenAI and Anthropic have been continuously releasing code generation models for developers, and some open-source models are available for free.
Just last week, Meta launched the new generation large language model Muse Spark 1.1. Meta's Chief AI Officer Alexandr Wang stated that this is the company's strongest model in terms of performance in the field of AI agents and code generation.
Also last week, OpenAI introduced the GPT-5.6 Sol model. OpenAI's CEO Sam Altman stated that the new model has improved token usage efficiency by 54% in AI agent code generation tasks, further strengthening the model's competitive edge in performance and cost efficiency.
Analysts believe that as the competition among AI models shifts from parameter scale to practical application capabilities and cost efficiency, code generation capability has become an important indicator of assessing the competitiveness of large language models. The delayed release of Gemini 3.5 Pro reflects Alphabet Inc. Class C's intention to officially launch the model after its performance matures to cope with the increasingly fierce industry competition.
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