Google Cloud’s 63% YoY growth and full-stack position (TPUs, Gemini, data, apps) make it the best-packaged hyperscaler for the agent era, with a new Gemini Enterprise Agent Platform replacing Vertex AI and a Knowledge Catalog reviving ontology as a machine-learning problem. The cheap-token era is ending, agents are driving zettabyte-scale data and new identity/security problems, and everything has to be rebuilt in flight – which means CIOs should pick Google for data and orchestration if it fits, but keep the model layer pluggable and budget for re-platforming inside two years.
Summarized by AI.
🔗 Google Cloud Next 2026: The Agent Era and the Full AI Stack
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