Google Cloud bets on AI agents with Gemini Enterprise platform targeting IT teams at scale

Reviewed byNidhi Govil

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Google Cloud Next 2026 saw the company unveil its rebranded Gemini Enterprise Agent Platform, consolidating Vertex AI into a unified system for building, managing, and securing AI agents at enterprise scale. With 750 million Gemini users, $70 billion in cloud revenue, and a $240 billion backlog, Google is positioning itself against Amazon, Microsoft, and OpenAI by owning the full stack from custom silicon to consumer distribution.

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Google Cloud transforms Vertex AI into comprehensive AI agents platform

Google Cloud Next 2026 marked a strategic shift as CEO Sundar Pichai and Cloud CEO Thomas Kurian unveiled the Gemini Enterprise Agent Platform, a complete rebranding of Vertex AI designed to address the challenge of managing and deploying AI agents at enterprise scale

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. The platform consolidates Google's AI infrastructure into what Kurian described as "an end-to-end system for the agentic era" rather than individual services that must be cobbled together

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. This represents Google's direct answer to Amazon's Bedrock AgentCore and Microsoft Foundry as the competition for enterprise AI intensifies

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The numbers behind the announcement reveal the scale of Google's ambition. Google Cloud now generates over $70 billion in annual revenue with 48% year-over-year growth and a backlog of $240 billion that doubled in just one year

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. The Gemini app has reached 750 million monthly active users as of Q4 2025, while the Gemini API processed 85 billion requests in January 2026 alone, a 142% increase from 35 billion in March 2025

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. Eight million paid Gemini Enterprise seats are deployed across 2,800 companies

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Platform targets IT teams with security-first approach to agent orchestration

In a notable strategic decision, Google positioned the Gemini Enterprise Agent Platform primarily for IT and technical teams, acknowledging that AI agents are furthest along for technical tasks like coding and that security remains a critical concern for enterprises

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. The platform provides over 200 models including Gemini 3.1 Pro, Nano Banana 2, Gemma open models, and competitive options from Anthropic such as Claude Opus 4.7, Claude Sonnet, and Claude Haiku

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Security and governance capabilities distinguish the platform from competitors. Agent Identity assigns every agent a unique cryptographic ID with defined authorization policies, creating an auditable trail of every action

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. Agent Gateway enforces security policies and protects against prompt injection, tool poisoning, and data leakage, while Agent Anomaly Detection flags suspicious behavior by analyzing the intent behind agent actions

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. Google emphasized that the platform "provides the same level of oversight and auditability found in essential business applications like payroll or quarterly financial reporting"

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Workspace Studio brings no-code agent builder to business users

While developers work with the Agent Platform, business users gain access to Workspace Studio, a no-code agent builder that lets employees create automations across Gmail, Docs, Sheets, Drive, Meet, and Chat by describing tasks in plain language

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. Users can type instructions like "every Friday, ping me to update my tracker" and Gemini creates the automation

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. The tool connects to third-party applications including Asana, Jira, Mailchimp, and Salesforce, and can call external APIs via webhooks

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The upgraded Agent Development Kit features a new graph-based framework for orchestrating multiple agents working together, with MCP support helping developers maximize reasoning capabilities by structuring agents into sub-networks

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. Memory Bank gives agents persistent, long-term memory across sessions rather than starting from scratch each time, while faster runtime helps agents delegate to each other more efficiently

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Full-stack integration positions Google against OpenAI and Microsoft

Sundar Pichai framed the conference around Search evolving from a retrieval engine into an "agent manager" and announced the Universal Commerce Protocol with Shopify, Target, and Walmart, positioning Google's full-stack integration from custom silicon to consumer distribution as an advantage competitors cannot replicate

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. The company committed $175 billion to $185 billion in capital expenditure for 2026, nearly doubling the $91.4 billion spent last year

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Thomas Kurian drew a deliberate contrast with competitors, stating that other vendors are "handing you the pieces, not the platform," leaving teams to integrate components themselves

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. This positions Google against OpenAI, whose Operator agent is scoring 87% on complex browser task benchmarks, and Anthropic, whose Model Context Protocol has reached 10,000 servers and 97 million monthly SDK downloads

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. Partner agents from Box, Workday, Salesforce, ServiceNow, Dun and Bradstreet, and S&P Global are integrated into the platform

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Pichai revealed that 75% of all code at Google is now AI-generated and approved by engineers, up from 50% last fall, demonstrating internal adoption that signals a broader shift toward agentic enterprise workflows

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. The company's eighth generation TPU chips provide the infrastructure foundation

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. As businesses face the challenge of managing hundreds or thousands of AI agents simultaneously, Google's bet on vertical integration from chip design through consumer-facing applications represents a distinct approach in the intensifying competition for enterprise AI dominance.

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