Google Gemini 4 Carbon Model: Pricing, Benchmarks, Stocks
Gemini 4 Carbon release: key facts at a glance
| Item | Detail | Source |
|---|---|---|
| Model ID | gemini-4-carbon, on the paid tier of the Gemini API | Google AI Studio documentation |
| Price until Nov 30, 2026 | $2 per million input tokens and $10 per million output tokens, the same as Argon; cached input is 95% off | Google launch post, Nov 10, 2026 |
| Price after Nov 30, 2026 | $4 per million input tokens and $20 per million output tokens | Google launch post, Nov 10, 2026 |
| Context window | 1,048,576 tokens | Google developer documentation |
| Consumer access | Google AI Ultra subscribers: Gemini app, AI Mode in Search and Google Antigravity | Google launch post, Nov 10, 2026 |
| Cyber access | Fairwind Program: cyber defenders apply on a rolling basis; first access began Oct 28, 2026 | Google posts, Oct 28 and Nov 10, 2026 |
Google Gemini 4 Carbon Model: Release, Pricing, Benchmarks and the Stocks Exposed
Google made Gemini 4 Carbon, its strongest model, available to paying developers, businesses and Google AI Ultra subscribers on November 10, 2026, after a two-week preview limited to cyber defenders. Here is what the model is, what it costs, how Google says it compares with Gemini 4 Argon, and which listed companies are most exposed.
Gemini 4 Carbon in short: Google's frontier model for hard, long-running work
Gemini 4 Carbon is Google's top Gemini 4 model. Google DeepMind announced it on October 28, 2026, two weeks after Gemini 4 Argon, and calls it its strongest model, with state-of-the-art cybersecurity and long-horizon agent capabilities. It spends more tokens reasoning and checking its own work than Argon, and Google's developer documentation lists a context window of 1,048,576 tokens.
Access opened in two steps. From October 28 the model went only to a subset of cyber defenders, with more trusted partners added through Google's Fairwind Program while it went through the US government's voluntary pre-release testing. On November 10, 2026 Google opened it to all paying developers in the Gemini API and Google AI Studio, to businesses through Gemini Enterprise, and to Google AI Ultra subscribers in the Gemini app, AI Mode in Search and Google Antigravity.
Google says Argon remains the right choice for most software engineering and knowledge work. Carbon is meant for tasks that push the limits of a model, such as security research, long agentic coding runs and scientific analysis.
Gemini 4 Carbon vs Gemini 4 Argon and rival models: what the benchmarks say
Google reports Carbon at number one on version 5.0 of the Artificial Analysis Intelligence Index with a score of 59, and at number one on CursorBench 4.0, Perplexity's WANDR and Zapier's AutomationBench at more than 2x lower cost per task than the next best outside model. On security tests it reports 88.2% on a leading vulnerability-finding benchmark and 54.8% on ExploitGym for exploitation.
Against Argon, Google reports more than 2x higher success on secure code generation, a 92% pass rate on a 375-task agentic honesty test versus 70% for Argon, and a 0% attack success rate on Gray Swan's indirect prompt injection test versus 0.7% for Argon. Pre-release financial tests by Hebbia and Balyasny Asset Management put it at or near the top of the models they compared.
These are Google's own figures and partner results; independent replication was not available at launch. The price doubles after the introductory period, so cost per finished task, not only the score, will decide whether teams move work from Argon, OpenAI or Anthropic models to Carbon.
Listed companies most exposed to Gemini 4 Carbon
| Company | Link to the launch | What to watch next |
|---|---|---|
| Alphabet (GOOGL) | Carbon is Google's flagship model, sold through the Gemini API, Gemini Enterprise and the Google AI Ultra consumer plan. | Google Cloud revenue and backlog commentary, and any AI Ultra subscriber disclosures. |
| Broadcom (AVGO) | Co-designs Google's TPU accelerators, the chips Google uses to run its Gemini models. | Custom accelerator revenue guidance tied to Google demand. |
| CrowdStrike (CRWD), Palo Alto Networks (PANW) | Carbon is aimed at finding and patching vulnerabilities, work security vendors sell, and its first users were cyber defenders. | Whether security vendors announce Carbon integrations or treat it as a competing capability. |
| Microsoft (MSFT) | Main cloud partner of OpenAI; Carbon competes with OpenAI models for coding and enterprise agent work. | Azure AI growth and which models enterprise customers choose for agents. |
| Amazon (AMZN) | Major investor in Anthropic, whose Claude models compete with Carbon in coding and agents. | AWS Bedrock model usage and Anthropic capacity commitments. |
Data in practice: tracking the companies behind frontier AI
Competition between AI labs shows up first in what companies disclose and what governments buy. Gemral Edge Feed 1 links US federal contract awards, pre-award notices, lobbying filings, congressional trade disclosures and insider filings to the listed companies involved, and every record is tied to the company and ticker that were valid on the day it became public.
Publication lags are applied, so the data can be joined without look-ahead, and each record type ships only after a sampled accuracy check against the original public documents (95% minimum). Data comes only from public sources. Coverage and methods are documented at /edge/data-coverage and /edge/methodology.
Gemini 4 Carbon: what to be careful about
The facts here come from Google's October 28 and November 10, 2026 announcements and Google's developer documentation. Rollout is staged by plan and region, and the introductory price ends on November 30, 2026, so check current pricing in Google AI Studio before you budget.
Benchmark scores are reported by Google and its partners and have not been independently replicated. We found no filing or company statement tying a specific share move to the launch. Treat the company list above as exposure context, not a forecast. This page is for information only and is not investment advice.
Related research on Gemral Edge
| Page | What it covers |
|---|---|
| Google Project Astra and Gemini Live AI glasses | Google's Gemini hardware push and the suppliers behind it. |
| Broadcom custom ASICs and Google TPUs | How hyperscalers build their own AI chips and who benefits. |
| Agentic AI in cybersecurity and SOC automation | AI threat detection and the security stocks exposed to it. |
| Claude Fable 5.2 and the Anthropic IPO | Anthropic's latest model, pricing and the listed stocks tied to its IPO. |
| ChatGPT Business Hub and Business Agents | OpenAI's push into business agents and the listed stocks exposed. |
| Bittensor TAO and decentralized AI compute (crypto) | The crypto side of AI: a token market built around model and compute supply. |
| OpenAI GPT-6.2 release date and leaks | What OpenAI has confirmed about GPT-6.2, current GPT-6 pricing and the listed stocks exposed. |
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Upgrade to Gemral Edge Pro ($39/mo)Frequently asked questions
When was Gemini 4 Carbon released?
Google announced Gemini 4 Carbon on October 28, 2026 for a limited group of cyber defenders and made it available to paying developers, businesses and Google AI Ultra subscribers on November 10, 2026.
How much does Gemini 4 Carbon cost?
Until November 30, 2026 the API costs $2 per million input tokens and $10 per million output tokens, the same as Gemini 4 Argon. After that it rises to $4 and $20. Cached input tokens are 95% off the input price.
What is the difference between Gemini 4 Carbon and Gemini 4 Argon?
Argon, released in mid-October 2026, is Google's recommended model for most coding and knowledge work. Carbon reasons longer and checks its own work, targets the hardest tasks, and beats Argon on Google's security and honesty tests. Both cost $2 and $10 per million input and output tokens during the introductory period; Carbon rises to $4 and $20 after November 30, 2026.
Can I use Gemini 4 Carbon for free?
Not in general. API access is on the paid tier, and consumer access needs Google AI Ultra. Scientists can apply for six months of free access through Antigravity's highest usage tier, subject to eligibility and capacity.
Which stocks are affected by Gemini 4 Carbon?
Alphabet is the direct owner. Broadcom is exposed through Google's TPU chips, CrowdStrike and Palo Alto Networks through Carbon's security focus, and Microsoft and Amazon as the main backers of rival labs OpenAI and Anthropic.
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Trading and investing in digital assets, financial instruments, and predictive events involve substantial risk of loss and are not suitable for every investor. The predictive intelligence, probability distributions, historical precedents, and scenario modeling presented on this page are compiled for informational and research purposes only and do not constitute financial, investment, legal, or tax advice. Past performance and statistical precedents do not guarantee future outcomes. Always conduct independent due diligence before committing capital.