Alphabet Investor Presentation: June 2026

Alphabet Investor Presentation: June 2026

This momentum is a direct result of our ten-year full-stack approach to AI, our unique differentiator. The foundational layer of the stack is our unmatched AI infrastructure.

This includes 10 million kilometers of terrestrial and submarine fiber connecting over 30 data centers and over 40 Cloud regions around the world. Our recent acquisition of Intersect will help us get to market even faster.

We pride ourselves on building efficiently and sustainably and supporting local communities through job creation and workforce development programs.

We offer a wide range of compute capabilities – from our own TPUs and Axion CPUs to the latest NVIDIA GPUs, which are a core part of our AI accelerator portfolio.

It has been 10 years since we introduced our first commercial TPU. Today, they power Gemini model training and serving at scale across our APIs and largest products like Search.

Our eighth generation TPUs, the 8i and 8t, offer a new dual-chip design specifically for the massive training and termination needs of the agency era. We continue to drive huge efficiency gains; for example, in 2025 we reduced Gemini serving costs by 78%.

Security is the critical second layer of our full stack, built directly into our core code. With the rapid adoption of artificial intelligence, protecting data and privacy is becoming more complex every day. Our secure-by-default architecture automatically blocks 10 million spam emails every minute, protecting billions of users and customers across our broad portfolio. We’re proud to keep more people safe online than anyone else in the world.

For our enterprise customers, we launched Google AI Threat Defense. This is a new security platform that combines the strengths of Gemini and other frontier models, along with Wiz, CodeMender and Mandiant, to stop AI-driven threats before they impact our customers.

The next layer is our world-class research team, led by Google DeepMind. These teams are the engine of our entire AI stack, from the invention of the Transformer architecture to the development of our highly capable Gemini models.

Research teams are also pioneering in science, medicine and climate. It includes WeatherNext and AlphaFold, which was awarded the Nobel Prize in Chemistry.

That brings us to our fourth layer: models and tools. We offer the most comprehensive model portfolio in the world and we continue to be at the forefront of reasoning, multimodality and cost.

We recently introduced Gemini 3.5 with improvements focused on agent coding, long-horizon tasks, and real-world capabilities. Gemini 3.5 Flash is now available and we expect Gemini 3.5 Pro to arrive in June.

In addition to the Gemini series, our generative media models are incredibly popular. This includes Nano Banana, which people have used to generate more than 50 billion images to date. And we were excited to unveil our latest Omni model at I/O.

One way to measure growth is tokens, the basic units of data that our models process. Two years ago we were processing 9.7 trillion tokens per month. Today, that number has risen to 3.2 quadrillion, a more than 300-fold increase across our surfaces.

The speed of adoption by businesses and developers is incredible:

  • More than 8.5 million developers are now building new apps and experiences with our models every month.
  • Our model APIs now process approximately 19 billion tokens per minute.
  • And over the past 12 months, over 375 Cloud customers have each processed more than one trillion tokens.

Tools are another important part of this layer. Antigravity, our agentic development platform, launched six months ago and we have millions of developers building with it. We recently expanded Antigravity into a unified platform where builders can work with agents. This includes a standalone desktop app that delivers the first major step towards our vision of an independent, agent-focused surface. And for the first time, we’re bringing the Antigravity ecosystem to Google Cloud customers.

The antigravity coding harness has accelerated how we build internally. Every few weeks we double the number of tokens we process across our developer tools. Recently we reached more than three trillion tokens per day. This scale creates a powerful feedback loop to improve our current and future models.

Finally, the fifth layer of our stack is our unmatched portfolio of products and platforms used by billions of people every day.

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