Thomas Kurian

Kurian said Google would invest more in India as demand grows, with the Visakhapatnam facility not meant to be its last.

was not meant to be the last.

Thomas Kurian told analysts Google Cloud is seeing extraordinary demand and strong growth from AI labs, capital markets, financial services institutions and enterprises.

extraordinary demand and strong growth

Kurian said Google is making TPU systems available inside customers' own data centers and broadening availability through other cloud providers.

For customers who want TPU systems in their data centers, we're making TPU systems available in their data centers. We're also broadening availability to other providers.

Kurian said nearly 100 customers use TPUs, including Anthropic and Apple, and Google is also working with new frontier model companies.

Nearly 100 customers use TPUs today. In addition to our work with Anthropic, both directly and via Broadcom, and public reference customers like Apple, who are scaling pre‑training of their foundation models on the latest generation of TPUs, we're also working with new frontier model companies.

Thomas Kurian said Google Cloud is seeing extraordinary demand, with TPU sales a significant growth contributor.

We have seen extraordinary demand.

Kurian said Google Cloud now has 18 product lines that each generate over $1 billion in revenue.

Cloud CEO Thomas Kurian said the unit now has 18 product lines, each generating more than $1 billion in revenue.

Kurian said TPU sales, which compete with Nvidia GPUs, have become a meaningful contributor to Google Cloud.

Kurian said sales of Google’s tensor processing units (TPUs), which compete with Nvidia’s GPU chips, had become a meaningful contributor to his business unit.

Thomas Kurian said Google Cloud is seeing extraordinary demand and strong growth across AI labs, capital markets, financial institutions and enterprises.

We are seeing extraordinary demand and strong growth from both AI labs, capital markets, financial service institutions, and enterprises

Thomas Kurian said Google Cloud wants customers to have a broad selection of models, including OpenAI's, on its platform.

a broad selection of models, including those from OpenAI.

Thomas Kurian said nearly 100 customers use Google's TPUs and that Google is seeing strong and growing demand from many others.

seeing strong and growing demand from many others.

Thomas Kurian said that offering multiple models, including OpenAI's, lets customers pick the right model for each job, delivering better quality at lower cost.

Customers have the option of choosing the right model for any given job, and deliver optimal quality and lower costs, said Thomas Kurian, chief executive officer of Google Cloud.

Thomas Kurian framed adding OpenAI's models to Google Cloud as part of an open approach that gives customers a broad choice of models for each job.

a broad selection of models, including those from OpenAI, so they can choose the right model for any given job.

Thomas Kurian says Google Cloud is focused on offering customers a broad selection of models, including OpenAI's, so they can pick the right one for each job.

We are focused on giving customers a broad selection of models, including those from OpenAI, so they can choose the right model for any given job,

Thomas Kurian said Google Cloud's platform is open and welcomes any models that are popular with developers.

Google Cloud CEO Thomas Kurian previously said in an interview with Reuters that their platform is open and welcomes any models that are popular with developers.

Kurian says deploying agentic AI in the public sector demands non-negotiable security, confidentiality and data sovereignty standards, and that Gemini for government services offers a secure environment for automating agency workflows.

“To deploy agentic capabilities in the public sector requires non-negotiable standards for security, confidentiality, and data sovereignty,” Google Cloud CEO Thomas Kurian said in a news release. “Gemini for government services provides a secure environment for agencies to automate workflows.”

Thomas Kurian argues that general models lack the domain knowledge government work requires, and that legacy systems and strict compliance needs leave civil servants stuck on manual tasks, motivating Google's Gemini agent for government.

Every industry runs on knowledge a general model does not have. Government work runs on statute, regulation, and agency guidance, across siloed legacy systems, under strict requirements for data sovereignty, compliance, and confidentiality. Too often that leaves civil servants on data entry and manual document review instead of the services citizens depend on.

Thomas Kurian says deploying AI agents at scale requires trusted partners with deep integration expertise, and that Cognizant's Gemini group and training will speed enterprise adoption of autonomous agents.

Deploying AI agents at scale requires trusted partners with deep architectural and integration expertise. Cognizant's dedicated Frontier Capability Group and their skilling initiative for tens of thousands of engineers on Gemini will help our joint customers accelerate the adoption of autonomous agents throughout the enterprise.

Thomas Kurian said that deploying AI agents at scale requires partners with architecture and integration expertise.

Google Cloud CEO Thomas Kurian said scaled deployment requires partners with architecture and integration expertise.

Kurian said Google's AI servers pay back in under two years, and servers running its own silicon in about half that, thanks to full-stack optimization.

At a Goldman Sachs conference in September, Kurian said Google’s AI servers paid for themselves in less than two years, while servers running its own silicon reached payback in roughly half that time. “It’s because we can optimize that whole stack,” Kurian said.

Kurian said Google's AI servers, especially those running its custom chips, pay back faster because Google optimizes the entire technology stack.

This is because we are able to optimize the entire technology stack.

Kurian said Google's AI servers pay for themselves in under two years, with servers running its own silicon paying back in about half that time, because Google optimizes the whole stack.

It's because we can optimize that whole stack

Kurian said Google Cloud pushes AI adoption to customers primarily through enterprises.

enterprises are how we’re pushing the adoption of AI to customers.

Thomas Kurian says the Merck partnership marks a fundamental shift in how technology supports the pharma value chain, with agentic AI speeding drugs to patients.

Our partnership with Merck represents a fundamental shift in how technology supports the entire pharma value chain. By deploying an industry-first agentic ecosystem powered by Gemini Enterprise, Merck is not just optimizing business processes; it is building a future where the speed of AI and the expertise of human ingenuity come together to bring drugs to patients faster and solve problems that were previously out of reach.