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AllTopicsToday > Blog > Investing & Finance > Google’s I/O conference showed how the company is being completely rebuilt for AI
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Investing & Finance

Google’s I/O conference showed how the company is being completely rebuilt for AI

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Last updated: May 20, 2026 3:10 am
AllTopicsToday
Published: May 20, 2026
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Former Google CEO Eric Schmidt drew a refrain of boos when he spoke about AI throughout a college graduation speech final weekend. But when the scholars’ reactions have been an expression of hysteria and ambivalence in regards to the speedy onslaught of AI in our each day lives, the message clearly did not get via to Google headquarters.

On the firm’s annual developer convention in Mountain View, California, on Tuesday, AI was the overwhelming and nearly sole focus of executives’ almost two-hour keynote speech. Google launched a wide range of new methods to combine AI extra deeply throughout its household of extensively used merchandise, from search and electronic mail to productiveness software program and good glasses.

Initially of the Google I/O occasion, Sundar Pichai, CEO of Google’s mother or father firm Alphabet, praised AI’s function in serving to college students put together for exams and permitting artists and musicians to get right into a “inventive circulation” because the world strikes into the “age of agent AI.”

In a extremely seen signal of how essential AI has turn into to the $4.7 trillion firm, Google introduced it might redesign its iconic search field on the middle of its sparse, white homepage. The corporate is rising the scale of its search field to develop and higher reply to the pure language queries that customers can create utilizing AI. Customers will even be capable to have interaction AI brokers on advanced, ongoing analysis tasks via a search field and order customized reviews on every part from house searching to monetary information.

Pichai touted that the corporate is spending dizzying quantities of cash constructing AI infrastructure and that prospects are consuming massive quantities of AI “tokens,” the essential unit of AI knowledge processing. Pichai stated Google at the moment processes 3.2 quadrillion tokens monthly, up from 480 trillion monthly a yr in the past.

The corporate’s capital spending, a priority for some Wall Road buyers, was proven on an enormous display screen behind Mr. Pichai because the CEO defined that the corporate plans to spend $180 billion to $190 billion this yr, in comparison with $31 billion in 2022.

“We take a differentiated, full-stack strategy to AI innovation, from customized silicon and safe foundations to world-class analysis and fashions, to merchandise and platforms that attain billions of individuals,” Pichai stated.

GoogleIO

Google has introduced {that a} new line of glasses with AI-powered audio capabilities will debut within the fall, introducing a brand new product line referred to as “Clever Eyewear.” Google did not say when its good glasses with built-in shows, like those it demoed at I/O final yr, shall be usually accessible, however the firm did showcase its upcoming audio glasses, developed in partnership with Samsung, Warby Parker, and glasses maker Mild Monster. This permits customers to make appointments, get instructions, and examine electronic mail by listening and speaking whereas carrying their glasses.

Google inventory fell about 2% in common buying and selling on Tuesday amid broader market declines.

New Gemini mannequin and “Spark” persistent agent

Google is in a fierce competitors to dominate the AI ​​market with ChatGPT makers OpenAI, Anthropic, Meta, and Microsoft, every spending billions of {dollars} to remain forward. When OpenAI launched the generative AI revolution in late 2022, Google was initially at an obstacle, however then caught up and have become the frontrunner due to the efficiency of Gemini’s large-scale language fashions.

At an occasion on Tuesday, Google introduced its new Gemini 3.5 mannequin and its multimodal “Gemini Omni” system, which may generate movies from blended inputs similar to textual content, photos, audio, and video. Google stated AI Overview at the moment reaches greater than 2.5 billion customers and its Gemini app has grown to 900 million month-to-month energetic customers, highlighting how the corporate can leverage its present massive ecosystem to distribute new AI capabilities globally.

Pichai stated Google at the moment has 13 merchandise with greater than 1 billion customers every and 5 merchandise with greater than 3 billion customers.

Google has launched Gemini Spark, a “persistent agent (that means the AI ​​agent continues to take care of context over time, quite than going backwards and forwards as soon as)” designed to finish duties throughout merchandise similar to Gmail, Docs, and Chrome. There’s additionally a brand new voice-driven doc creation characteristic referred to as Docs Dwell, and Ask YouTube, a conversational instrument that permits you to reply questions utilizing particular moments from YouTube movies.

Google additionally plans to launch an AI-powered procuring cart referred to as Common Cart that works throughout retailers and companies, in addition to new protocols designed to permit AI brokers to securely make purchases in your behalf. The corporate additionally previewed updates to its Antigravity AI coding and agent growth platform, new AI-generated visible experiences in search, and broader integration of conversational AI throughout its merchandise together with Maps, Gmail, and YouTube.

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