Google redesigns search and launches AI agents across products as it plans to spend $180 billion to $190 billion on AI infrastructure this year

Google is enlarging its search box and introducing AI agents that can handle complex, ongoing research tasks—such as apartment hunting or financial news tracking—accessible via the search interface. The company also unveiled 'Gemini Spark,' a persistent agent (an AI that retains context over time rather than responding to isolated queries) designed to work across Gmail, Docs, and Chrome.

Google processed 3.2 quadrillion tokens per month, up from 480 trillion monthly tokens a year ago. The company plans capital expenditures of between $180 billion and $190 billion this year, compared to $31 billion in 2022. Gemini AI Overviews reach more than 2.5 billion users, and the Gemini app has grown to 900 million monthly active users.

Google shares fell roughly 2% in regular trading on Tuesday, amid a broader market sell-off. The heavy spending on AI infrastructure has been a cause of concern among some Wall Street investors.