This article first appeared on GuruFocus.
Alphabet (GOOGL, Financials) is using Google Cloud Next 2026 to show investors how it plans to compete more aggressively in artificial intelligence.
The company announced new cloud products and partnerships with Nvidia, Broadcom and Marvell, giving Google Cloud more tools to serve companies building and running AI systems.
A key focus is AI infrastructure. Google Cloud expanded its work with Nvidia on systems designed to handle large AI workloads faster and at lower cost. It is also working with Marvell on new chips and Broadcom on cloud network monitoring tools.
Alphabet is also adding AI agents and automation tools for large companies. Those products are meant to help businesses use AI in daily operations, including documents, workflows, security and supply chains.
The announcements come as Alphabet shares have gained about 8% this year, trailing some larger AI winners. Investors will watch whether Google Cloud can turn these partnerships into stronger revenue growth and a clearer AI story.
