Alphabet held its Q1 2026 earnings at the moment, and CEO Sundar Pichai gave the primary tease of what to anticipate at I/O subsequent month.
I/O is Google’s largest present of the 12 months. With the 2026 version lower than three weeks away, Pichai mentioned the corporate is “excited to share extra about Search at I/O.” Final 12 months’s convention noticed the launch of AI Mode. He highlighted 2026 bulletins like Private Intelligence, agentic reserving, and international Search Stay availability. The CEO additionally shared that:
- “Whilst we’ve introduced new AI options into our outcomes web page, we’ve diminished Search latency by greater than 35% over the previous 5 years.”
- “And since upgrading AI Overviews and AI Mode to Gemini 3, we’ve diminished the price of core AI responses by greater than 30% because of continued {hardware} and engineering breakthroughs.”
On the Gemini entrance, he mentioned Google is “centered on pushing the subsequent frontiers of basis fashions, together with intelligence, brokers and agentic coding.”
Google will quickly promote TPUs (Tensor Processing Models) to a “choose group of shoppers in their very own knowledge facilities.” There’s elevated demand from “AI labs, capital markets companies, and high-performance computing functions.”
Subscriptions are a giant development space for Google, and Q1 2026 noticed the “strongest quarter ever for our shopper AI plans, primarily pushed by adoption of the Gemini app.”
Equally, January-March noticed the “largest quarterly enhance within the complete variety of non-trial subscribers” for YouTube Music and Premium because the subscriptions launched in June 2018.
In all, Google now has 350 million paid subscriptions, which is a rise of 25 million from the earlier quarter.
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