Google Cloud: 75% Use AI, Alphabet Plans $185B CapEx

At its Next conference, Google Cloud CEO Thomas Kurian announced that nearly 75% of customers now use AI products, signaling a shift from experimentation to full enterprise deployment. Alphabet CEO Sundar Pichai revealed plans for $175B-$185B in capital expenditure this year, nearly six times the $31B spent in 2022, with over half of machine learning compute directed toward cloud. Pickai highlighted internal AI gains, including 75% of new Google code being AI-generated and a 90% reduction in threat mitigation time. New launches include the Gemini Enterprise Agent Platform, Gemini 3.1 Pro, and a partnership with Apple to develop next-generation foundation models powering future Apple Intelligence features.