Alphabet is negotiating with the U.S. Department of Defense to deploy Gemini AI models in classified environments. This potential deal signals a strategic shift from Google’s historically cautious stance on military partnerships.

The agreement would restrict Gemini’s use to lawful purposes under specific contractual safeguards. Google aims to prohibit the AI's use in domestic mass surveillance or autonomous weaponry lacking human oversight.

Alphabet shares rose during early trading on Thursday following the report. The discussions follow competitor Anthropic’s exit from similar talks, positioning Google to capture a larger share of the defense sector.