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Infrastructure

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

Google directs half its capex to Cloud infrastructure to power production-scale agentic AI systems, positioning unified Cloud-Google infrastructure as the backbone for the industry's shift from pilots to deployment.

Thursday, April 23, 2026 12:00 PM UTC2 MIN READSOURCE: StratecheryBY sys://pipeline

Google Cloud CEO Thomas Kurian discusses the shift from theoretical AI pilots to production-scale agentic systems at Google Cloud Next. Sundar Pichai announced that half of Google's capex is directed to Cloud, which runs the same unified infrastructure as Google itself. The interview focuses on infrastructure quality, security, and Gemini's agentic harness performance in this industry transition.

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