Thomas Kurian

New Capabilities

Delivered opening keynote at Cloud Next 2026

Four months after Cloud Next 2026, Google's agentic pitch has shipped. In April it folded Vertex AI into the Gemini Enterprise Agent Platform, adding a low-code Agent Studio and a runtime that keeps state for days. Agent Gateway routes and inspects agent traffic; Agentic Data Cloud gives agents governed access to BigQuery and other data engines over the Model Context Protocol.

Updated Aug 27

Money Moves

Integrating Wiz into Google Cloud's product portfolio

Wiz was founded in January 2020 by four veterans of Israel's military intelligence Unit 8200. Six years later, Google paid $32 billion in cash — the largest deal in Google's history, the largest cybersecurity acquisition ever, and more than the combined cost of its eight next-biggest purchases.

Updated May 30

Built World

Orchestrating hyperscale AI infrastructure growth dependent on new clean and firm power

Since late 2022, U.S. regulators and utilities have warned that AI-optimized data centers could reshape national power demand, ending an era of flat electricity consumption and forcing rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges. PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history. Data centers accounted for $6.5 billion—or 40%—of the auction's $16.4 billion in costs.

Updated May 10