Google CEO on Gemini 4, allocating TPUs, AI models and Gemini Enterprise

Sundar Pichai explains Google's TPU allocation strategy, huge Gemini Enterprise momentum, upcoming Gemini 4 release and much more

Google CEO Sundar Pichai took a deep dive into its upcoming Gemini 4 launch, Gemini Enterprise momentum, Google Cloud sales growth, AI model plan and how the tech giant plans to allocate TPUs.

“Cloud revenue grew 82 per cent, powered by strong demand for AI infrastructure and AI solutions, and cloud backlog grew to $514bn,” said Pichai during Google's second quarter financial earnings report last week.

“It’s great to see the wide adoption of Gemini Enterprise, with nearly 90 per cent of the Fortune 100 using it,” he added.

California-based Google generated $120bn (£90.3bn) in total revenue during Q2 2026.

Google Cloud top line soared 82 per cent year-on-year to $24.8bn, up from $13.6bn in Q2 2025.

Here’s what Google's CEO said about Gemini Enterprise, TPUs, AI momentum and much more.

90 per cent of Fortune 100 using Gemini Enterprise

“One of the strongest parts of our growth comes from the rapid adoption of our Gemini Enterprise platform.

“It’s great to see the wide adoption of Gemini Enterprise, with nearly 90 per cent of the Fortune 100 using it.

“We have customers like PepsiCo for AI and analytics solutions, Intel to streamline core processes, HSBC for wealth management, Bell Canada for customer engagement, Macy’s for commerce experiences and Signal Iduna for knowledge management.

“It is differentiated with easy-to-use tools to build agents and automate processes, connectivity to enterprise systems, cost management and governance tools.

“More broadly, Gemini is transforming how millions of businesses use AI to build custom agents, automate processes, improve cybersecurity, manage customer relationships, streamline data analytics, collaborate effectively and more.”

Google's TPU allocation strategy

“In terms of allocating TPUs, our first priority is making sure we are allocating what we need to compete at the frontier in terms of artificial general intelligence (AGI) development.

“So that is the foundation for everything we do.

“But given the extraordinary demand to balance the external demand, even for most cloud customers, we are using both TPUs and GPUs mainly for serving our models.

“Think Vertex AI, Gemini Enterprise, agentic workloads, analytics and cybersecurity, etc. So we are using it for those purposes.

“To the extent people want it as infrastructure, we are balancing it by increasingly looking at opportunities to put TPUs in their datacentres, or in other datacentres, like the project we are doing with Blackstone.

“We are using that as an ability to balance and make sure we are allocating as much of the available compute for frontier model development, as well as serving both our consumer business and our enterprise business in terms of first-party models.”

Google Cloud new customers; ‘more than doubling our acquisition velocity’ with Cloud Marketplace growing 7x

“Cloud revenue grew 82 per cent, powered by strong demand for AI infrastructure and AI solutions, and cloud backlog grew to $514bn.

“Gemini continues to be a key driver of growth and is deeply integrated across all of our cloud products, including Gemini Enterprise, data analytics, cybersecurity and Google Workspace.

“We are seeing strong, diversified demand across products, customers, geographies and industries.

“Our product differentiation is driving expansion in three ways.

“We’re winning new customers, more than doubling our acquisition velocity year-on-year.

“We’re deepening our relationships with existing customers, who are expanding their usage and exceeding their commitments by more than 50 per cent, also an acceleration over last quarter.

“We are driving growth with partners, with transactions on Google Cloud Marketplace growing more than sevenfold year-on-year.”

Google is currently training Gemini 4

“In terms of the frontier [models], we are both very committed and very confident of being at the frontier. For the next generation of frontier models, you’re going to need much larger base models.

“We are now training Gemini 4, and we’re being very ambitious with it.

“I am very excited by the progress I’m seeing internally on Gemini 4, and I’m confident that people will be pleased when we are putting it outside.

“But we will need Gemini 4 as a larger base model to compete at that frontier, and so we are focused on executing on that path.

“We are really focused, putting a lot of effort into Gemini 4. It’s a very ambitious effort.

“We want to compete at the frontier level of where the frontier will be when Gemini 4 comes out. So we are applying a lot of our compute and effort in that direction.”

Gemma models ‘downloaded over 900 million times’

“Our Gemma family of open models, small enough to run on local devices, are hugely popular.

“These models have been downloaded over 900 million times.

“And our latest Gemma 4 models have been downloaded over 300 million times since launching in April.

“Our agentic development platform Antigravity allows anyone to build in the agent-first era. It has more than 2.4 million weekly active users.

“Antigravity is a powerful tool for users and enterprises, and it has completely accelerated how we build internally. As just one example, a team in Chrome is now on track to accelerate delivery eightfold, compressing a two-year timeline into three months through model-driven refactoring.”

Google Cloud security and Wiz momentum

“We are seeing strong interest in our AI-powered security platform, which is differentiated because it integrates threat intelligence, cyber-response prioritisation with Wiz, AI-automated scanning, code remediation and monitoring.

“Today, 90 per cent of the Fortune 100 are Google Cloud Security users.

“Nearly 90 per cent of Wiz customers are using AI-powered security features.

“And we have seen a more than 45 per cent quarter-on-quarter increase in the number of AI workloads scanned and protected by our security platform.

“Our security tools are being used to protect critical infrastructure, including financial services organisations such as Morgan Stanley, telecommunications providers such as Telus, healthcare organisations such as Texas Children’s, software companies such as Atlassian and several government agencies.

“And with our new Google AI Threat Defense, we’re really excited to bring our new cyber model and CodeMender to help our customers defend against AI threats.”

This article originally appeared on CRN UK sister website CRN.