Google Cloud Next '26 Opening Keynote

Hello! Welcome, everyone, to Google Cloud Next. Just one year ago, we stood on this same stage and promised a new future for AI. Today, that future is running in production at a scale that the world has never seen. Over the last year, we didn't just see adoption; we saw transformation. Nearly 75% of Google Cloud customers now leverage our AI products to power their businesses. We have thousands of agents and services across every industry, reaching billions of people through the global scale of our Partner Network. You have moved beyond the pilot. The experimentation phase is behind us and now, the real challenge begins. How do you move AI into production across your entire enterprise? The answer is a Unified Stack. You cannot deliver AI by piecing together puzzle pieces of fragmented silicon and disconnected models. To deliver real value, you need an architecture, where chips are designed for the models, models are grounded in your data, agents and applications are built with models, and secured by the infrastructure. Google uses this exact same open stack to reimagine how we serve users using our AI tools across Search, YouTube, Chrome and Android. To take you inside that journey, let's hear from Sundar Pichai.

Thanks, Thomas. And hello, everyone. We are so glad you are here. The pace of technological change has been faster than I've ever seen. And I've been around technology for a while. In fact, this Sunday, I'm celebrating my Google-versary. 22 years, and I'm still feeling lucky, and I hope that luck extends to all of you in Vegas this week. I was drawn to Google all those years ago because of its ambitious mission. From the Web, to mobile, to AI, every platform shift has given us new opportunities to advance our mission, and to help our customers and partners achieve yours. As we move into the Agentic Era, we are taking this to the next level. We are making big investments now and for the future. In 2022, we were investing $31 billion in cap ex. This year we plan to invest between $175 to $185 billion in total cap ex, a nearly 6x increase in just four years. And for 2026, just over half of our machine learning compute is expected to go to the cloud business, so it will greatly benefit all of you. These investments are how we continue to stay at a frontier and ensure you're at the cutting edge, as well. A big focus for us is to always be customer zero for our own technologies so we can be a better partner to all of you. Let me share a few examples of how we are rewiring our work with AI. First, coding. We've been using AI to generate code internally at Google for a while. Today, nearly 75% of all new code at Google is AI generated and approved by engineers, up from 50% last fall. We are now shifting to truly agentic workflows. Our engineers are orchestrating fully autonomous digital task forces, firing off agents and accomplishing incredible things. As one example of how we are using agents, we recently executed a particularly complex code migration. Anyone familiar knows these migrations can take a while to get done. We created a system of agents taking on three different types of roles: Planners, orchestrators and coders. Working together with engineers, we completed the migration 6x faster than we could have a year ago. And now, we are applying that approach across our end-to-end development cycle, from experimentation, to testing, to evals. It's not just developers who are infusing AI into their workflows; our marketing teams are fundamentally rethinking the creative process from concept to launch. Historically, adapting a campaign for every audience channel and country took weeks. With the recent launch of Gemini and Chrome, teams used our models to rapidly generate thousands of variations of creative assets. This enabled personalization at a massive scale. It also led to 70% faster turn-around and a 20% increase in conversion. We are not only getting to market faster; we are also doing it more effectively with AI. Our security teams are also seeing significant gains with AI. Each month, our teams receive unstructured threat reports at a scale that would take thousands of hours to review, a nearly impossible task. Today, our Security Operation Center Agents automatically triage tens of thousands of unstructured threat reports each month. By extracting critical intelligence and filtering out the noise, it's reduced threat mitigation time by over 90%. We are more on the front foot than ever before. Those are just a few examples of what we are trying at Google. We are moving in a bold and responsible way. There's a lot of change happening, and it can feel like we are in the messy part of the innovation cycle, but we are starting to see the foundational building blocks coming together, unlocking a new wave of innovation. One thing that is super clear: We are firmly in the Agentic Gemini Era. Last fall, we introduced Gemini Enterprise as a front door to Agentic AI in the workplace. What we have seen in just a few months since launch is how every employee in every organization can become a builder. This is an incredible shift. We are accomplishing bigger things faster, but this comes with complexity. The conversation has gone from 'can we build an agent?' to 'how do we manage thousands of them?' Today, I'm excited to announce our new Gemini Enterprise Agent Platform. It provides the secure, full-stack connective tissue you need to build, scale, govern, and optimize your agents with confidence. Think of it as mission control for the agentic enterprise, to help move your organization into the next phase of the Agentic Era. I'm going to turn it back over to Thomas to share more, but first, thanks again for being here. Together, we are building a blueprint for true business transformation, and I'm excited to see where it takes us next. Thomas, back to you.

Thank you, Sundar. Today, we are taking that next step in bringing Google AI to every employee and every workflow. Gemini Enterprise is now the end-to-end system for the Agentic Era, the connective tissue between your data, your people and your goals. It transforms disconnected processes into a single intelligent flow. This is our blueprint for the Agentic Enterprise. It's also the answer to that fundamental question: Intelligence plus automation must deliver value. To make this work, you need context and action. Intelligence comes from your data; automation is driven by agents. To solve this equation at scale, you need a complete, integrated system. Today, we will show you the layers of that system, and all the innovations we're introducing at every layer, starting with the AI Hypercomputer, the purpose-built foundation optimized for the physics of the Agentic Era. The Agentic Data Cloud, the engine that provides Agents with trusted business context. Agentic Defense, the autonomous protection that secures your entire AI lifecycle. The Agentic Platform, the system to build, deploy and manage agents. And finally, the Agentic Taskforce, the rebuilt, specialized agents that we offer that are ready to transform your business. Let's dive in. The Gemini Enterprise Agent Platform is the environment where your business logic, your data, and your models converge to drive autonomous action. It expands on the previous capabilities of Vertex AI and brings new capabilities to enable your teams to build, scale, govern, and optimize agents with the same architectural rigor you apply to your most mission-critical systems. At its core, we build on our support for state-of-the-art models. Our most advanced reasoning model, Gemini 3.1 Pro, is available in preview. It's optimized for complex workflow orchestration, bridging the gap between strategy and autonomous execution, interacting with your APIs and systems with minimal tuning. Industry leaders, including Databricks, JetBrains, and Replit, have chosen Gemini 3.1 Pro. We are also announcing Gemini 3.1 Flash Image, also known as Nano Banana 2, for high-fidelity visual assets. Veo 3.1 Lite, our most cost-effective video model, designed to build high-volume video applications. And Lyria 3 Pro, our state-of-the-art model for enterprise and professional-grade audio and music. All of these models are available in preview. Finally, we support all the leading models from Anthropic, including Claude Opus, Sonnet and Haiku. Today, we're adding support for Anthropic's Claude Opus 4.7. While all of these models represent a massive leap in intelligence, their true value is realized when they are operationalized to solve mission-critical problems. Earlier this year, we announced a monumental partnership with one of the most iconic brands that will bring the power of our technology to users everywhere. We're collaborating with Apple as their preferred Cloud provider to develop the next generation of Apple Foundation Models based on Gemini technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year. Leading organizations aren't just using Gemini Enterprise to work faster; they're using it to redefine what their businesses can do. Citi Wealth, in partnership with Google Cloud and DeepMind, today unveiled Citi Sky, an always-on AI-powered member of the Citi Wealth Team that brings Citi's global intelligence and expertise to clients' fingertips. Citi Sky will provide an exemplary experience, allowing clients and colleagues to ask more of Citi Wealth, whenever they need and in multiple languages. Honeywell generates billions of insights for managing buildings by training digital twins on over a million product specifications. Liverpool is bringing their signature in-store service online, projecting a 10 times return on investment on their new shopping assistant. And for a mission that is quite literally 'out of this world,' we are very proud to partner with NASA to use Gemini Enterprise Agents to power flight readiness and ensure astronaut safety for Artemis II, which set the human spaceflight record for traveling the furthest distance from earth. And we have built this Agent Platform to manage the entire lifecycle of an agent. The Low-Code Agent Studio enables every employee to build and deploy agents using natural language. It grounds LLM reasoning in your specific business rules, bringing predictable, autonomous action to every workflow at scale. To manage these assets, the Agent Registry provides a single point of control, indexing every internal agent and tool across your organization to ensure they are discoverable and governed. Similarly, our Skills and Tools Registry allows you to define modular reusable packages of instructions, scripts, and resources to teach agents to perform specialized tasks or repeatable workflows. We also expose Skills for all GCP Services and every service in Workspace in our skills registry. All of this is also supported by our Agent Marketplace, allowing you to search and deploy specialized Agents from our global partner ecosystem directly in Gemini Enterprise, including Atlassian, Box, Loveable, Oracle, ServiceNow, Workday, and many, many more. Finally, with our native integration of the Model Context Protocol, or MCP, you can connect our Agent Platform to any MCP server. We are also exposing all of our GCP services as MCP to allow you to seamlessly interact with any GCP service from any agent. In addition to developing the Agent Platform, it also provides the framework to orchestrate and scale your entire agentic workforce. We enable agent-to-agent orchestration, allowing agents to seamlessly delegate tasks to one another including support for complex, generative and deterministic orchestration patterns. This helps ensure that for critical workflows, such as those that need compliance, your agents can follow well-specified paths every single time, guaranteeing predictable outcomes. Orchestration Flows and Agents can respond to events. These events can be realtime, they can be schedule-based, they can be trigger-based or batch inference jobs. We are bringing Zero-Trust Verification to every agent and every orchestration step. And now with Agent Identity, every agent has a unique cryptographic ID and well-defined authorization policies that are traceable and auditable, ensuring you can track every action in your company and manage all your agents. They are also centrally managed through our Agent Gateway, which provides a single command center for policy enforcement across your organization. Paired with Model Armor, you protect your models, you protect your proprietary enterprise data from threats, such as sensitive data leakage. This integrated approach from secure sandboxes to a single management console, provides the visibility and isolation you need to run your most sensitive workloads with a high degree of confidence. Optimization and observability are also built into the fabric of the platform. Agent Observability delivers granular instrumentation, allowing you to visualize the full execution path of any agent using OTel-compliant telemetry. You can retrieve traces, monitor tool use, quickly diagnose reasoning loops with fine-grained logging. All of the capabilities we have just detailed -- the orchestration, the zero-trust security, and the Developer Tools -- form the core engine of Gemini Enterprise. While this Agent Platform is where your technical teams build and govern agents, the Gemini Enterprise Application is the primary environment where your business actually operates. It's the new front door to AI for all your employees, turning complex agentic capabilities into a simple, new way to work for every employee. By unifying data across your entire stack, including Google Workspace, Coding Tools, and enterprise systems, we have created a single intelligent flow for your entire organization. To give your teams a permanent memory, we are introducing Gemini Enterprise Projects. Projects give your agent a high-fidelity workspace and the ability to use DeepThink to solve your most complex business challenges without context pollution. We are also adding Microsoft 365 interoperability, allowing you to export the docs and slides you've created within Canvas into common Microsoft Office formats. Leading innovators already use this platform to redefine their industries. Let's hear from one of them, Virgin Voyages.

The era of the pilot is over. The era of the Agent is here. But the true power comes from how it changes your workflow. Let's see it in action. Please welcome Erica Chuong.

Thank you, Erica. Thousands of companies across the world and across industries are choosing Gemini Enterprise to transform their businesses. We are seeing a profound shift. Companies aren't just redesigning workflows; they are turning their everyday employees into AI builders, empowering them to solve their own hardest problems. Signal Iduna is redefining insurance in Germany with Gemini Enterprise. They hit 80% adoption within weeks, making it their front door for AI. 11,000 employees are now building specialized agents. Their Health Agent automatically verifies coverage against a century of complex policy data, driving a 400% surge in weekly users and providing answers 37% faster. Bosch is adopting Gemini Enterprise globally. From finance to engineering, employees are deploying custom agents so that they can reclaim time for complex research. KPMG reached 90% adoption with over 100 agents in just the first month. The American Society for Clinical Oncology is delivering cancer expertise faster. Merck is bringing Gemini Enterprise to 75,000 employees to support their purpose to save and improve lives. And Walmart is rolling out Gemini Enterprise to help their store leaders spend more time with customers. Let's take a look.

This winter, ahead of one of the biggest moments in global sports, our world-class engineers collaborated with world-class athletes. We are incredibly proud of how Google Cloud is helping athletes push the boundaries of their sport with AI.