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

Google Cloud CEO Thomas Kurian announced at the Next 2026 conference that nearly 75% of customers now use AI products, signaling a shift from experimentation to full enterprise deployment. Alphabet CEO Sundar Pichai revealed capital expenditures of $175B-$185B this year, up from $31B in 2022, with over half of machine learning compute directed toward cloud. Key highlights include the new Gemini Enterprise Agent Platform, a partnership with Apple to develop next-generation foundation models, and major enterprise rollouts with Merck, KPMG, Walmart, and Citi Wealth. Internally, 75% of new Google code is now AI-generated, with reported gains in speed and efficiency across engineering, marketing, and security operations.