Google outlines Gemini 4 training and TPU priorities

Google CEO Sundar Pichai said Gemini Enterprise is becoming a major growth driver as enterprises use the platform to build agents, automate processes, connect corporate data and manage governance. Gemini Enterprise has nearly 90 percent of the Fortune 100 using it, with customers cited across AI analytics, wealth management, customer engagement, commerce and knowledge management.

Google Cloud revenue grew 82 percent year over year to ?.8 billion, while cloud backlog grew to ? billion. Pichai said Gemini is integrated across Cloud products including data analytics, cybersecurity, Workspace and Gemini Enterprise, and the company is adding customers, expanding existing commitments and increasing partner-driven marketplace activity.

Pichai said Google is allocating TPUs first to frontier AGI development, then to model serving for Vertex AI, Gemini Enterprise, agentic workloads, analytics and cybersecurity. Google is also exploring deployments of TPUs in customer and partner data centers, including a project with Blackstone, to balance external infrastructure demand with first-party model needs.

Google is training Gemini 4 as a larger base model intended to compete at the frontier. Pichai also pointed to adoption of Gemma, Antigravity and AI-powered security tools, including Wiz integrations, Google AI Threat Defense and CodeMender.