Building the Agentic Enterprise (Major Announcements)

Year: 2026 · ▶ Watch on YouTube

Thomas Kurian (CEO) · Sundar Pichai (CEO) · Nirmal Saverimuttu (CEO) · Billy Bohan Chinique (VP, Marketing & Digital Innovation) · Shaun White (3x Olympic Gold Medalist, Founder) · Amin Vahdat (VP/GM, ML, Systems & Cloud AI) · Haris Nair (Research Platform Engineering Lead) · Josh Woods (Chief Technology Officer) · Karthik Narain (VP/GM, Cloud AI & Industry Solutions) · Francis deSouza (VP, Security) · Yinon Costica (Co-Founder & VP of Product) · Carrie Tharp (VP, Strategic Industries) · Jordan Broggi (EVP - Customer Experience and President - Online) · Yulie Kwon Kim (VP/GM) · Sam Kini (Chief Digital & Technology Officer)

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Segments (9)

  • 00:00:03 · Opening Keynote — Thomas Kurian
    • Thomas Kurian opens the keynote, reflecting on the past year’s AI progress and setting the stage for the next phase of AI-driven transformation.
  • 01:00:00 · Introducing the Gemini Enterprise Agent Platform — Sundar Pichai
    • Sundar Pichai virtually announces the Gemini Enterprise Agent Platform as the mission control for building and scaling AI agents.
  • 01:29:00 · Agent Platform Deep Dive — Thomas Kurian
    • Kurian details the components of the Gemini Enterprise Agent Platform, including the Agent Studio, Registry, and Marketplace.
  • 04:32:00 · AI Hypercomputer and Custom Silicon — Amin Vahdat
    • Amin Vahdat introduces the Agentic Enterprise Blueprint and unveils Google’s 8th generation TPUs and new Axion CPUs.
  • 05:56:00 · The Agentic Data Cloud — Karthik Narain
    • Karthik Narain explains the concept of the Agentic Data Cloud, designed to make data ‘agent-ready’ with new tools like the Knowledge Catalog and Cross-Cloud Lakehouse.
  • 07:10:00 · Agentic Defense and Security — Francis deSouza
    • Francis deSouza introduces Agentic Defense, a new security paradigm for the AI era, and announces the acquisition of Wiz.
  • 08:10:00 · Agentic Taskforce and Commerce — Carrie Tharp
    • Carrie Tharp explains how the Agentic Taskforce will coordinate specialized agents for customer service and commerce workflows.
  • 09:01:00 · Workspace Intelligence — Yulie Kwon Kim
    • Yulie Kwon Kim introduces Workspace Intelligence, an AI layer within Workspace apps, and demonstrates its capabilities in Google Chat.
  • 09:57:00 · Closing Remarks — Thomas Kurian
    • Kurian concludes by reiterating Google’s commitment to an open AI future and summarizing the Agentic Enterprise Blueprint.

Products Announced (18)

  • 01:10:00 · Gemini Enterprise Agent Platform (New)
    • Build, scale, govern, and optimize AI agents · Acts as ‘mission control’ for the agentic enterprise · Full-stack connective tissue for agents
    • Announced
  • 01:40:00 · Gemini 3.1 Pro (Preview)
    • Most advanced reasoning model · Optimized for complex workflow orchestration · Bridges strategy and autonomous execution
    • Available in Preview
  • 02:00:00 · Claude Opus 4.7 Support (New)
    • Support for Anthropic’s latest model · Part of Google’s open model ecosystem
    • Announced
  • 02:35:00 · Low-Code Agent Studio (New)
    • Enables employees to build agents using natural language · Part of the Gemini Enterprise Agent Platform
    • Announced
  • 02:44:00 · Agent Registry (Preview)
    • Curated library of every custom-built agent and tool · Single point of control for agent assets
    • Available in Preview
  • 03:05:00 · Agent Marketplace in Gemini Enterprise (New)
    • Search and deploy specialized agents from partners · Integrated directly into Gemini Enterprise
    • Announced
  • 03:17:00 · Agent Identity (General Availability)
    • Gives every agent a unique, trackable cryptographic ID · Enables well-defined, auditable authorization policies
    • Generally Available
  • 03:39:00 · Projects in Gemini Enterprise (Coming Soon)
    • High-fidelity workspace for agent-employee collaboration · Provides a permanent memory for agents · Enables ‘deep think’ for complex problems
    • Coming Soon
  • 04:59:00 · TPU 8t and TPU 8i (New (8th Generation))
    • TPU 8t is optimized for training · TPU 8i is optimized for inference · Two specialized platforms for distinct AI demands
    • Announced
  • 05:31:00 · Google Cloud Axion (New)
    • Custom ARM-based CPU · Designed for general-purpose workloads
    • Announced
  • 06:12:00 · Knowledge Catalog (Preview)
    • Universal context engine for the enterprise · Automatically makes data ‘agent-ready’ · Part of the Agentic Data Cloud
    • Available in Preview
  • 06:26:00 · Deep Research Agent (Preview)
    • Answers hard business questions in minutes · Leverages the Agentic Data Cloud
    • Available in Preview
  • 06:29:00 · Data Agent Kit (Preview)
    • Gemini-powered data engineering experience · Integrates into data practitioner tools
    • Available in Preview
  • 06:36:00 · Lightning Engine for Apache Spark (General Availability)
    • Industry-leading Spark performance · Up to 2x price-performance over previous market leader
    • Generally Available
  • 06:52:00 · Cross-Cloud Lakehouse (Preview)
    • Activates data across different clouds · Built on open Apache Iceberg standard · Eliminates data movement and vendor lock-in
    • Available in Preview
  • 07:39:00 · Wiz Acquisition (Announced)
    • Integration of Wiz security platform into Google Cloud · Core component of Agentic Defense · Aims to redefine security in the AI era
    • Announced
  • 09:03:00 · Workspace Intelligence (General Availability)
    • Unified, real-time understanding powering agentic work · Intelligence layer inside every Workspace app · Enables ‘Ask Gemini’ as a command center in Chat
    • Generally Available
  • 09:31:00 · Rapid Enterprise Migration (Preview)
    • Move to Workspace up to 5x faster · Specifically for migrating from Microsoft 365 · Handles complex and finance teams
    • Available in Preview

Customer Stories (7)

  • 00:24:00 · KPMG — Leveraging Google Cloud AI products.
  • 00:24:00 · Bayer — Leveraging Google Cloud AI products.
  • 02:08:00 · NASA — Using Gemini Enterprise agents to power flight readiness and astronaut safety for the Artemis II mission.
  • 04:05:00 · Virgin Voyages — Using Gemini Enterprise as the front door for AI to bring natural language intelligence to their crew.
  • 05:35:00 · Citadel Securities — Using TPU v5e (Ironwood) to run thousands of parallel chips for single workloads, reducing execution time from weeks/days to hours/minutes.
  • 08:42:00 · The Home Depot — Using ‘Magic Apron’ AI assistant for in-store wayfinding, product knowledge, and at-home project inspiration.
  • 09:48:00 · Unilever — Connecting their business end-to-end for faster AI deployment across the enterprise, turning intelligence into a growth engine.

Competitor Mentions / Comparisons (3)

  • 01:54:00 · vs Anthropic — Announcing support for Anthropic’s models, including Claude Opus 4.7, as part of Google’s open model ecosystem.
  • 03:55:00 · vs Microsoft 365 — Announcing interoperability to export docs and slides from Gemini Enterprise Projects into common Microsoft Office formats.
  • 09:31:00 · vs Microsoft 365 — Announcing ‘Rapid Enterprise Migration’ to move organizations from Microsoft 365 to Google Workspace up to 5x faster.

Benchmarks Shown (3)

  • 05:17:00 · TPU 8t Memory Capacity: 2PB
    • 100x the Library of Congress Digital Collection
  • 06:44:00 · Lightning Engine for Apache Spark: Up to 2x
    • Over the previous market leader
  • 09:40:00 · Rapid Enterprise Migration: Up to 5x faster
    • Previous migration methods

Commitments (1)

  • 09:57:00 (Ongoing) — The future of AI must be open.

Demos (1)

  • 09:15:00 ✓ · Ask Gemini in Google Chat — Yulie Kwon Kim
    • The demo showed how ‘Ask Gemini’ in Google Chat could understand the context of meetings and files to find a specific chart in a document and summarize it, acting as a command center.

Notable Quotes (6)

  • 00:36:00 — Thomas Kurian:

    The answer is a unified stack. You cannot deliver AI by piecing together a puzzle piece of fragmented silicon and disconnected models.

  • 01:26:00 — Sundar Pichai:

    Think of it as mission control for the agentic enterprise.

  • 04:44:00 — Amin Vahdat:

    Because in the agentic era, compute is no longer defined by a chip. Compute is the entire data center.

  • 05:57:00 — Karthik Narain:

    Reasoning without context is just a guess.

  • 07:08:00 — Karthik Narain:

    No more moving data, no more vendor lock-in, just freedom.

  • 09:57:00 — Thomas Kurian:

    We believe the future of AI must be open.

Visual Signals

On-screen (12)

  • 00:03:00 · Google Cloud Next '24
    • Establishes the event branding and year.
  • 00:25:00 · ~75% of Google Cloud customers leverage our AI products
    • Provides a key statistic to show widespread adoption of Google’s AI tools.
  • 00:38:00 · Unified Stack diagram (AI Infrastructure, World-Class Research, Models and Tooling, Products and Pla
    • Visually represents Google’s core strategy of providing an integrated, end-to-end AI platform.
  • 01:11:00 · Gemini Enterprise Agent Platform
    • The first major product announcement of the keynote, introduced by Sundar Pichai.
  • 02:08:00 · Gemini Enterprise agents powered flight readiness and astronaut safety for Artemis II
    • Highlights a high-profile, mission-critical customer use case with NASA.
  • 04:34:00 · Agentic Enterprise Blueprint
    • Introduces the central architectural concept for the entire keynote, structuring all subsequent announcements.
  • 05:01:00 · TPU 8t and TPU 8i
    • Announces the new generation of custom AI accelerator hardware.
  • 06:03:00 · Agentic Data Cloud
    • Names the second major pillar of the Agentic Enterprise Blueprint, focusing on data.
  • 07:12:00 · Agentic Defense
    • Names the third major pillar of the Agentic Enterprise Blueprint, focusing on security.
  • 07:39:00 · Google Cloud + Wiz: Redefining security in the AI era
    • Officially announces the major acquisition of security company Wiz.
  • 08:22:00 · Agentic Taskforce
    • Names the final pillar of the Agentic Enterprise Blueprint, focusing on applications and workflows.
  • 09:59:00 · AI must be open
    • States a core philosophical commitment from Google Cloud regarding its AI strategy.

Stage (3)

  • 00:03:00 · Thomas Kurian walks onto a large, multi-level stage in a stadium-like arena filled with a large audience.
  • 04:51:00 · Two physical TPU chips (TPU 8t and 8i) are revealed on a pedestal at the center of the stage, with smoke effects.
  • 09:16:00 · Yulie Kwon Kim performs a live demo from a podium on stage, with her screen mirrored on the main display.

Visual demos (2)

  • 02:55:00 · Gemini Enterprise Plus UI
    • A chat-like interface showing the ability to @-mention people and agents, including a ‘Data Insights Agent’ and ‘Meeting Preparation Agent’.
  • 09:21:00 · Ask Gemini in Google Chat
    • A user asks Gemini to find a specific playbook, and Gemini returns a direct link to the Google Doc, including a smart chip to summarize the file.

Key Topics

Agentic Enterprise · Gemini Enterprise Agent Platform · AI Agents · Unified AI Stack · Agentic Data Cloud · Agentic Defense · Agentic Taskforce · Custom Silicon · TPU · Google Cloud Axion · Open AI Ecosystem · Cross-Cloud Data · AI Security · Google Workspace AI

Takeaways

  • Google Cloud’s central strategy is the ‘Agentic Enterprise,’ a future where autonomous AI agents are deeply integrated into every layer of a business.
  • The new ‘Agentic Enterprise Blueprint’ provides a comprehensive, full-stack architecture for this vision, spanning custom hardware (TPU 8t/8i, Axion), data, security, and applications.
  • The Gemini Enterprise Agent Platform is the core product for this strategy, acting as a central hub to build, govern, and deploy AI agents with tools like a low-code studio and marketplace.
  • Google is heavily investing in making data ‘agent-ready’ with the Agentic Data Cloud, featuring a Knowledge Catalog and a Cross-Cloud Lakehouse to work with data wherever it resides.
  • Security is being fundamentally rethought for the AI era with ‘Agentic Defense,’ underscored by the major acquisition of security company Wiz to combat both external threats and internal ‘Shadow AI’.
  • Google continues to champion an open ecosystem, announcing support for third-party models like Anthropic’s Claude 4.7 and enhancing interoperability with competitors like Microsoft 365.
  • The agentic vision extends to end-user productivity through Workspace Intelligence and Agentic Commerce, aiming to embed coordinated AI agents into daily employee and customer workflows.