Scenario description
Assume Google materially expands Gemini 4 Argon usage but keeps it principally gated to cybersecurity, trusted-defender, internal, selected enterprise, or invite-only API programs through the resolution date. The initiating change is an actual enlargement of the gated deployment—such as additional named cyber partners, enterprise pilots, security-product integrations, or expanded limited API access—without opening broad commercial access. The scope, user counts, pricing, and usage volumes remain only as reported; no broad public availability is assumed.