Thomas Kurian

Google is investing $15 billion over five years (2026-2030) to establish its first AI hub in Visakhapatnam, India, combining gigawatt-scale data centers, renewable energy, and subsea cable infrastructure to accelerate AI-driven transformation across sectors.

“Author of "Google Investing $15 Billion to Build First AI Hub in India"”

Google's Gemini 2.5 Pro and Flash models are becoming the dominant backend for developer tools and workflows, with over 4 million developers building with Gemini despite lower public visibility than OpenAI's offerings.

“Stated that more than four million developers are building with Gemini.”

Anthropic is expanding its use of Google Cloud TPUs by up to one million units in a deal worth tens of billions of dollars, bringing over a gigawatt of capacity online in 2026 to serve 300,000+ business customers and advance Claude's capabilities.

“Commented on Anthropic's expansion of TPU usage, highlighting the strong price-performance and efficiency of TPUs.”

Google's Gemini 2.5 Pro and Flash models are becoming the dominant default backend for the developer software stack, with over four million developers building on Gemini and major tools like Cursor and Windsurf using Gemini as their core engine.

“Stated that more than four million developers are building with Gemini models.”

Google launched Gemini Enterprise, a comprehensive AI-powered workplace platform that integrates company data, tools, and applications beyond simple chatbots, with 65% of Google Cloud customers already using AI products.

“Announced Gemini Enterprise at Google's Gemini at Work event, highlighting that Google Cloud surpassed $50 billion annual revenue run rate with 65% of customers using AI products.”

Google launches Gemini Enterprise, a unified platform that enables employees across organizations to orchestrate AI agents for automating complex workplace tasks through a single chat interface.

“Announced Gemini Enterprise as the new front door for AI in the workplace at Google's Gemini at Work event.”

Google Cloud is leveraging fast-rising AI coding startups like Lovable and Windsurf as customers to drive growth, now working with 60% of the world's generative AI startups and achieving a $50 billion annual run rate.

“Said Google Cloud unit lined up $58 billion in new revenue over the next two years.”