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Large Language ModelsStratechery (Ben Thompson)Published: Apr 23, 2026, 19:00 JST

Google Cloud positions enterprise AI agents as next major shift, says CEO Thomas Kurian — emphasizing Google's data advantage over competitors

Google Cloud positions enterprise AI agents as next major shift, says CEO Thomas Kurian — emphasizing Google's data advantage over competitors

Thomas Kurian, CEO of Google Cloud, gave an interview outlining how Google is building tools for enterprise AI agents (AI systems that make autonomous decisions and take actions without constant human instruction). He highlighted Google's "integration advantage" — the fact that Google owns both the cloud infrastructure where companies run applications AND the data systems those companies use, giving Google visibility into how businesses actually work.

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