Keep pulling the thread on Sundar Pichai.
Google plans to invest between $175 billion and $185 billion in total CapEx in 2026.
Google's planned CapEx for 2026 represents a nearly 6x increase over its 2022 investment.
Google expects to allocate just over half of its machine learning compute to its cloud business in 2026.
The share of new code at Google that is AI-generated and engineer-approved has increased from 50% in fall 2025 to nearly 75% currently.
Google completed a complex code migration 6 times faster than was possible a year prior by using a system of AI agents with roles as planners, orchestrators, and coders.
The use of AI-generated creative assets for the Gemini and Chrome launch led to a 20% increase in conversion rates for Google.
Google has reduced its threat mitigation time by over 90% by using AI agents to automatically triage tens of thousands of unstructured threat reports each month.
Google announced the new Gemini Enterprise Agent Platform, a full-stack platform designed to build, scale, govern, and optimize AI agents.
In 2022, Google invested $31 billion in CapEx.
For the recent launch of Gemini and Chrome, Google's marketing teams used AI models to achieve a 70% faster turnaround on creative assets.
Google introduced Gemini Enterprise in the fall of 2025 as a product for agentic AI in the workplace.