{"id":16358,"date":"2026-04-25T07:31:35","date_gmt":"2026-04-25T07:31:35","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/16358\/"},"modified":"2026-04-25T07:31:35","modified_gmt":"2026-04-25T07:31:35","slug":"alphabet-next-google-cloud-says-75-of-customers-use-ai-as-pichai-targets-175b-185b-capex","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/16358\/","title":{"rendered":"Alphabet Next: Google Cloud Says 75% of Customers Use AI as Pichai Targets $175B-$185B CapEx"},"content":{"rendered":"

\"Alphabet Alphabet logo <\/p>\n

Google Cloud says nearly 75% of customers now use its AI products and unveiled the new Gemini Enterprise Agent Platform to build, scale, govern and optimize agents, including a highlighted partnership to help Apple develop next\u2011generation foundation models.<\/p>\n

Alphabet CEO Sundar Pichai announced a massive infrastructure push with planned capital expenditures of $175B\u2013$185B this year (vs. $31B in 2022), and said just over half of machine\u2011learning compute will serve the cloud business by 2026.<\/p>\n

Executives touted large internal and customer productivity gains \u2014 nearly 75% of new code at Google is AI\u2011generated, migrations and marketing workflows ran orders of magnitude faster, and major enterprise rollouts (Merck, KPMG, Walmart, Citi Wealth) show rapid agent adoption.<\/p>\n

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Google Cloud used its Next conference to highlight what CEO Thomas Kurian described as a shift from experimentation to scaled deployment of artificial intelligence, telling attendees that \u201cnearly 75% of Google Cloud customers now leverage our AI products to power their businesses.\u201d Kurian said the focus for enterprises is now moving AI \u201cinto production across your entire enterprise,\u201d arguing that success requires \u201ca unified stack\u201d rather than \u201cfragmented silicon and disconnected models.\u201d<\/p>\n

Alphabet (NASDAQ:GOOG) CEO Sundar Pichai said the company is making significant long-term investments to support what he called the \u201cagentic era.\u201d Pichai said Alphabet invested $31 billion in capital expenditures in 2022 and plans to invest $175 billion to $185 billion in total CapEx this year, calling it \u201ca nearly 6x increase in just four years.\u201d He added that for 2026, \u201cjust over half of our machine learning compute is expected to go towards the cloud business.\u201d<\/p>\n

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Pichai also detailed internal use cases. He said \u201cnearly 75% of all new code at Google is AI-generated and approved by engineers,\u201d up from 50% last fall, and described an agent-driven approach to a complex code migration that was completed \u201c6x faster than we could have a year ago.\u201d He said marketing teams used models to generate \u201cthousands of variations\u201d of creative assets for a Gemini and Chrome launch, resulting in \u201c70% faster turnaround and a 20% increase in conversion.\u201d In security operations, Pichai said agents triage \u201ctens of thousands of unstructured threat reports each month,\u201d reducing threat mitigation time \u201cby over 90%.\u201d<\/p>\n

Pichai announced a \u201cnew Gemini Enterprise Agent Platform,\u201d describing it as \u201cmission control for the agentic enterprise\u201d to \u201cbuild, scale, govern, and optimize your agents.\u201d Kurian positioned Gemini Enterprise as an end-to-end system \u201cbetween your data, your people, and your goals,\u201d and outlined Google Cloud\u2019s broader \u201cblueprint for the agentic enterprise,\u201d spanning infrastructure, data, security, tooling, and pre-built agents.<\/p>\n

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Kurian said the Gemini Enterprise Agent Platform expands Vertex AI capabilities and introduced several model updates in preview, including Gemini 3.1 Pro, which he called Google\u2019s \u201cmost advanced reasoning model\u201d and said is optimized for \u201ccomplex workflow orchestration.\u201d He also announced preview availability for Gemini 3.1 Flash Image (also called \u201cNano Banana 2\u201d), Veo 3.1 Lite for high-volume video applications, and Lyria 3 Pro for enterprise-grade audio and music. Kurian said Google Cloud also supports Anthropic models including Claude Opus, Sonnet, and Haiku, and added support for \u201cAnthropic\u2019s Claude Opus 4.7.\u201d<\/p>\n

Kurian also described what he called a \u201cmonumental partnership\u201d with Apple, saying Google Cloud is collaborating with Apple \u201cas their preferred cloud provider to develop the next generation of Apple foundation models based on Gemini technology,\u201d which he said will help power future Apple Intelligence features, \u201cincluding a more personalized Siri coming later this year.\u201d<\/p>\n

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Executives cited multiple customer deployments. Kurian said Citi Wealth, in partnership with Google Cloud and DeepMind, unveiled \u201cCiti Sky,\u201d described as an \u201calways-on AI-powered member of the Citi Wealth team\u201d designed to bring \u201cCiti\u2019s global intelligence\u201d to clients in multiple languages. He also cited Honeywell\u2019s use of digital twins trained on \u201cover a million product specifications,\u201d Liverpool\u2019s projection of a \u201c10x return on investment\u201d for a shopping assistant, and a partnership with NASA using Gemini Enterprise agents for flight readiness and astronaut safety for Artemis II, which Kurian said \u201cset the human space flight record for traveling the furthest distance from Earth.\u201d<\/p>\n

Kurian and Applied AI manager Erica Chuong demonstrated Gemini Enterprise orchestrating multiple agents with a single prompt in a retail scenario, including trend analysis, identification of dead stock, creative generation, and a developer handoff via Jira with notifications in Google Chat. Kurian also described adoption metrics from customers, including Signal Iduna reaching \u201c80% adoption within weeks,\u201d with \u201c11,000 employees\u201d building specialized agents, and KPMG reaching \u201c90% adoption with over 100 agents in just the first month.\u201d He added that Merck is bringing Gemini Enterprise to \u201c75,000 employees\u201d and that Walmart is rolling it out to store leaders.<\/p>\n

Kurian outlined platform components intended to support governance and security at scale, including a low-code \u201cagent studio,\u201d an \u201cagent registry,\u201d a \u201cskills and tools registry,\u201d an \u201cagent marketplace\u201d of partner agents, and native integration with Model Context Protocol (MCP). He also described \u201cagent identity\u201d with a unique cryptographic ID per agent, a centralized \u201cagent gateway,\u201d and observability tooling with \u201cOTel-compliant telemetry.\u201d<\/p>\n

SVP and Chief Technologist Amin Vahdat detailed Google Cloud\u2019s \u201cAI Hypercomputer,\u201d arguing compute in the agentic era must be treated as the entire data center. Vahdat announced \u201ceighth-generation TPUs,\u201d introducing TPU 8t for training and TPU 8i for inference and reinforcement learning, and shared performance claims including \u201cnearly 3x the compute performance per pod over previous generations\u201d for 8t and a \u201c9.8x increase in performance over the 256-chip Ironwood pod\u201d for 8i. He also announced Google Cloud Axion N4A instances, saying they deliver \u201cup to twice better price performance and 80% better performance per watt than comparable x86 instances,\u201d and said Google Cloud will be \u201camong the first to offer the NVIDIA Vera Rubin NVL72.\u201d<\/p>\n

Chief Product and Business Officer Karthik Narain introduced the \u201cAgentic Data Cloud,\u201d including a new \u201cKnowledge Catalog\u201d intended to unify structured and unstructured data context, \u201cSmart Storage\u201d to tag and enrich files upon ingestion, a \u201cData Agent Kit\u201d integrated into tools like IDEs and terminals, a \u201cLightning Engine for Apache Spark,\u201d and a \u201cCross-Cloud Lakehouse\u201d built on Apache Iceberg designed to reason over data across clouds without moving it. Managing Director Yasmeen Ahmad demonstrated an example workflow using recipe PDFs and cross-cloud data to identify an allergen link and generate an ROI forecast, describing it as turning \u201ca viral trend into a $15 million decision\u201d in under five minutes within the demo.<\/p>\n

On security, Google Cloud security leader Francis deSouza said defenders must operate \u201cat machine speed,\u201d describing a Gemini-native agentic security operations center and claiming triage agents can turn \u201c30-minute investigations into 60-second resolutions.\u201d He also said Google Cloud integrated dark web intelligence can identify external threats \u201cwith 98% accuracy.\u201d DeSouza said Google Cloud is integrating Wiz into its security approach, \u201cofficially\u201d welcoming the Wiz team, and Wiz co-founder Yinon Costica described Wiz as an \u201cAI application protection platform\u201d built to provide visibility into AI stacks and automate validation and remediation of risks using its Red, Blue, and Green agents.<\/p>\n

Kurian closed by emphasizing openness as a strategic theme, saying Google Cloud aims to provide an integrated stack while preserving \u201cthe freedom to choose the world\u2019s best chips and models,\u201d \u201cthe freedom to run AI wherever your data may live,\u201d and \u201cdeep governance features.\u201d He also highlighted partner ecosystem expansion, citing firms including Accenture, BCG, Deloitte, and McKinsey as expanding their Google Gemini AI practices.<\/p>\n

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.<\/p>\n

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.<\/p>\n

The article “Alphabet Next: Google Cloud Says 75% of Customers Use AI as Pichai Targets $175B-$185B CapEx<\/a>” was originally published by MarketBeat.<\/p>\n","protected":false},"excerpt":{"rendered":"Alphabet logo Google Cloud says nearly 75% of customers now use its AI products and unveiled the new…\n","protected":false},"author":2,"featured_media":16359,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[24,9887,10023,132,1429,2194,141,10006],"class_list":{"0":"post-16358","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-google","8":"tag-ai","9":"tag-gemini-enterprise","10":"tag-gemini-enterprise-agent-platform","11":"tag-google","12":"tag-google-ai","13":"tag-google-cloud","14":"tag-sundar-pichai","15":"tag-thomas-kurian"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/16358","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=16358"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/16358\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/16359"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=16358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=16358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=16358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}