Google Gemini 4 Hydrogen: Pricing, Benchmarks, Stocks
Gemini 4 Hydrogen: key facts
| Item | Detail | Source |
|---|---|---|
| Release date | November 12, 2026, rolling out globally the same day | Google announcement, Nov 12, 2026 |
| Pricing | $1.50 per 1M input tokens and $7.50 per 1M output tokens, flat across the 1M-token context window | Google announcement, Nov 12, 2026 |
| Speed | About 2.5x faster than Gemini 3.8 Flash at the default setting; early testers reported 2x to 2.8x faster runs with 12% to 23% fewer tokens | Google announcement, Nov 12, 2026 |
| Context and output | 1M-token context window, up to 1M output tokens, four configurable thinking levels | Google developer blog and Gemini API documentation |
| Where it runs | Gemini app, Google Search, Gemini API and Google AI Studio (all tiers), Gemini for business, Android Studio, Google Antigravity (paid AI Pro and Ultra) | Google announcement, Nov 12, 2026 |
| Family | Speed tier next to Gemini 4 Carbon and Gemini 4 Argon; the Orchestrator mode in Google Antigravity pairs Hydrogen with Carbon | Google developer blog, Nov 12, 2026 |
Google Gemini 4 Hydrogen: Release, Pricing, Benchmarks vs Carbon and Argon, and the Stocks Exposed
On November 12, 2026 Google released Gemini 4 Hydrogen, the fast, lower-cost model in the Gemini 4 family. Google prices it at $1.50 per 1M input tokens and $7.50 per 1M output tokens and says it finishes tasks about 2.5x faster than Gemini 3.8 Flash. Here is what is confirmed, how it compares with Gemini 4 Carbon and Argon, and which listed companies it affects.
Gemini 4 Hydrogen in short: the speed tier of Gemini 4
Gemini 4 Hydrogen is Google's model for everyday coding and agentic workflows. Google positions Gemini 4 Carbon and Gemini 4 Argon for deep, long-horizon reasoning and Hydrogen for fast execution of many smaller steps, either on its own or paired with Carbon.
It rolled out globally on November 12, 2026: in the Gemini app model picker (free users get it through automatic model selection), in Google Search, in the Gemini API and Google AI Studio on all tiers, in Gemini for business, in Android Studio, and in Google Antigravity for paid Google AI Pro and Ultra subscribers.
Pricing is $1.50 per 1M input tokens and $7.50 per 1M output tokens, flat across the full 1M-token context window, with up to 1M output tokens. Developers can choose between four thinking levels, trading speed and cost against depth of reasoning.
Gemini 4 Hydrogen vs Gemini 4 Carbon, Argon and 3.8 Flash: the benchmarks
Google reports an Artificial Analysis Intelligence Index score of 51 for Hydrogen at its default high setting and 54 at its highest setting, against 50 for Gemini 4 Argon. On Terminal-Bench 4.1 Hydrogen scores 57% against 18.2% for Gemini 3.8 Flash, and Google lists 58.8% on HLE-Diamond and 71.6% on Agents' Last Exam v1.1.
On professional agent tests Google cites 52.3% on the Vals Tax Agent Bench (first overall) and 55.8% on the Vals Legal Research Bench (tied first). These are vendor-reported results; independent leaderboards usually take days to weeks to confirm them.
The practical split: Carbon remains the model for the hardest reasoning, while Hydrogen handles volume. In Google Antigravity, Orchestrator runs Hydrogen alongside Carbon and Google says it reached near-Carbon task success on Terminal-Bench 4.0 with about 24% less quota used and runs about 19% faster on average.
Listed companies most exposed to Gemini 4 Hydrogen
| Company | Link to the launch | What to watch next |
|---|---|---|
| Alphabet (GOOGL) | Owner of Gemini; a cheap, fast default model in Search, the Gemini app and the API pulls more usage and developer spend onto Google. | Gemini API usage, Google Cloud revenue and backlog commentary, and Gemini app user numbers. |
| Broadcom (AVGO) | Co-designs Google's TPU chips; a model rolled out to all Search users raises inference volume on TPUs. | AI semiconductor revenue guidance and comments on Google TPU volumes. |
| Microsoft (MSFT) | Main cloud partner of OpenAI, whose fast models compete with Hydrogen on price per task for coding and agents. | Any OpenAI price cut or new fast model in response, and Azure AI growth. |
| Amazon (AMZN) | AWS Bedrock hosts Anthropic and other models used for the same coding and agent workloads. | Bedrock pricing moves and new small-model launches from AWS or Anthropic. |
| NVIDIA (NVDA) | Lower cost per task can expand total AI usage, but inference served on Google TPUs is inference not served on NVIDIA GPUs. | Inference mix commentary from hyperscalers in the next earnings round. |
Data in practice: tracking the companies behind the AI model race
Price cuts in AI show 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.
When a fast model like Gemini 4 Hydrogen lowers the cost of coding and agent work, the first public traces tend to be cloud and AI-service contract awards and filings from the chip and cloud suppliers that benefit. Edge dates every record to the day it was published and applies that lag before any join, so launch news is never matched to data that came later. Details at /edge/data-coverage and /edge/methodology.
Gemini 4 Hydrogen: what to be careful about
The facts here come from Google's November 12, 2026 announcement and developer pages. Most benchmark numbers are Google's own or partner tests, and Google did not name a date for Vertex AI availability, so check current terms in Google AI Studio before building on it.
A faster default model changes cost per task, not who wins the AI race overnight. Free-tier limits and prices can change after launch. Nothing on this page is investment advice.
Related research on Gemral Edge
| Page | What it covers |
|---|---|
| Google Gemini 4 Carbon model | Google's frontier Gemini 4 model, its pricing and the stocks exposed. |
| Gemini Decisions API and Decision 1 | Google's low-cost decision model launched Nov 11, 2026. |
| OpenAI GPT-6.2 release date and pricing | What is confirmed versus rumoured about OpenAI's next model. |
| Anthropic Claude Fable 5.2 and IPO stocks | Anthropic's model line-up and the companies tied to it. |
| Broadcom custom ASICs and Google TPUs | The chip supply chain behind Gemini inference. |
| Bittensor TAO and decentralized AI compute | The crypto side of the AI compute market. |
| Google Project Astra and Gemini Live glasses | Google's Gemini hardware push and its suppliers. |
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Upgrade to Gemral Edge Pro ($39/mo)Frequently asked questions
What is Gemini 4 Hydrogen?
Gemini 4 Hydrogen is the fast, lower-cost model in Google's Gemini 4 family, released November 12, 2026 for everyday coding and agentic workflows. Gemini 4 Carbon and Argon cover deeper reasoning.
How much does Gemini 4 Hydrogen cost?
Google lists $1.50 per 1M input tokens and $7.50 per 1M output tokens, flat across the full 1M-token context window. The Gemini API and Google AI Studio offer it on all tiers, including a rate-limited free tier.
Is Gemini 4 Hydrogen better than Gemini 4 Carbon?
Not for the hardest tasks. Google positions Carbon for deep reasoning and Hydrogen for speed and volume. Hydrogen scores 51 on the Artificial Analysis Intelligence Index at default, slightly above Argon's 50, per Google.
How fast is Gemini 4 Hydrogen compared with Gemini 3.8 Flash?
Google says it finishes tasks about 2.5x faster at the default setting, and early testers saw 2x to 2.8x faster runs using 12% to 23% fewer tokens. On Terminal-Bench 4.1 it scores 57% against 18.2% for 3.8 Flash.
Which stocks does Gemini 4 Hydrogen affect?
Alphabet (GOOGL) is most directly exposed as the owner of Gemini, with Broadcom (AVGO) linked through TPU chips. Microsoft (MSFT), Amazon (AMZN) and NVIDIA (NVDA) are affected through competition for AI inference spending. This is information, not investment advice.
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