Philipp Schindler on AI investment
From Jon Kelly in conversation with Philipp Schindler · · Think with Google
“Microsoft, Meta, Amazon, Google are pouring about 700 billion into AI spending. I mean, it feels like we're in the space race era.”
On , Philipp Schindler, Senior Vice President & Chief Business Officer of Google at Google, spoke about AI investment during Jon Kelly in conversation with Philipp Schindler on Think with Google.
About Philipp Schindler
Philipp Schindler, Google’s Chief Business Officer, has been discussing the company’s AI strategy and investment in a series of recent appearances. At Google Marketing Live in May 2026, he described the company’s capital expenditure as “the most ambitious capital investment in our history,” stating that Google is on track to invest $180–190 billion in 2026, up from $31 billion in 2022. He attributed this to a “full stack approach” to AI, covering models, chips, and security, and argued that this investment positions Google as “the best partner” for advertisers. On the April 2026 Alphabet earnings call, he reported that Google Services revenues reached $90 billion for the quarter, up 16% year-on-year, driven by Search growth, and that more than 30% of customers’ search spend now uses AI-enabled campaigns. In a May 2026 conversation with Jon Kelly, Schindler addressed the cultural challenges of AI adoption, stating that “AI is excellent at simplifying and automating tasks, but it does not replace the purpose of a job.” He emphasized that Google is “not interested in a race to the bottom or lowest common denominator price sniping,” asserting that customers value service and loyalty over price alone. At Google Marketing Live, he claimed that “on average, at scale for every $1 you spend on Google Search globally, you get an incremental $6 back,” and described social platforms as “often just capturing intent and stored it in Google and selling it back to you as discovery.”