Alphabet shares gained more than 4% on Nov. 25, surpassing $332 per share and increasing the market valuation to nearly $4 trillion.

With a net worth of $261 billion, firm co-founder Larry Page is the second-richest person in the world, according to Forbes. Due to his 3.2% stake in Alphabet and its Gemini AI technology, he is heavily invested in its success.

But what got lost? A multimillion-dollar NATO deal. The alliance’s IT arm is partnering with Google to build a secure, air-gapped cloud platform that can’t connect to the internet.

On this intriguing occasion, where tech meets global defense and safety, President of Google Cloud EMEA Tara Brady offered more detail.

But behind that business phrase lurks a high-stakes shift: AI is going offline into secret bunkers, sovereign zones, and carefully locked data rooms where every request is controlled, and no data ever leaves.

This affects the laws of cloud computing. It might also be Alphabet’s next great advantage.

Can Google convert this moment into broad public-sector wins?

Photo by CAMILLE COHEN on Getty Images

Why disconnected AI is the most powerful kind

Forget everything you know about the cloud. This one runs quietly.

Physically segregated and disconnected from the internet, NATO’s new system will use machine learning on some of the world’s most sensitive data.

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No third parties. No telemetry. Just sheer computing power, local control, and full data ownership.

For years, these sorts of workloads were stranded on antiquated infrastructure. Now they can run Gemini-class models in real time with zero external exposure.

What’s really being tested inside NATO’s bunkers

The Joint Analysis, Training, and Education Centre (JATEC) is not your average data lab.

It does scenario modeling, strategic simulations, and warfighting analysis, all areas within the wheelhouse of predictive AI, autonomous decision support, and digital twin technologies.

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If this deployment works, it won’t be alone for long.

NATO’s 31 countries and nearby allies might soon ask for comparable secure builds, using Alphabet’s approach as a model.

Alphabet stock is already reacting: here’s why

Shares of Alphabet are rising rapidly. They had increased by about 6% in just two days as of Nov. 25, bringing the company’s market valuation to around $3 trillion and continuing to grow.

Alphabet investors are betting on three things:

• The Gemini 3 AI model from Alphabet has received good evaluations thus far, including one from Salesforce’s Marc Benioff.
• The firm is quickly advancing into sovereign and defense-related workloads, which Boston Consulting Group explains have long been ruled by AWS and Microsoft.
• This NATO transaction adds to that story by proving that even the most security-conscious customers in the world trust Google Cloud with their confidential information.

There is more to the stock rise than just excitement. It shows actual backlog and real competitive momentum.

Alphabet’s quiet JATEC deal could open a trillion-dollar front

The European Union is quickly tightening cloud rules, demanding better oversight and data residency. Banks, utilities, and intelligence agencies are doing the same thing.

Google’s strategic investments, including its new Sovereign Cloud Hub in Munich and collaborations with Thales in France and T-Systems in Germany, have set the stage for this change.

Alphabet has been a frontrunner in sovereign AI infrastructure, a category that may become increasingly important in various areas as NATO troops are deployed.

The next big AI race may not take place in the cloud. There could be no cords, no Wi-Fi, and no space for mistakes.

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