I/O 2026: Welcome to the agentic Gemini era

I/O 2026: Welcome to the agentic Gemini era

Editor’s note: Below is an edited transcript of Google CEO Sundar Pichai’s remarks at Google I/O 2026, adapted to include more of what was announced on stage. See all the announcements in our collection*.*

It’s been an extraordinary year since our last I/O, a period of relentless shipping, technology advances and hyper progress. We’re now in the part of the AI cycle where people want to see the value in the products they use every day. We’ve been really focused on that, and you’ll see that in the products and features we’re announcing today at I/O.

Ten years since we pivoted the company to be AI-first, we still see AI as the most profound way to advance our mission and improve people’s lives at scale. That’s why we’ve been taking a differentiated, full-stack approach to AI innovation, from our custom silicon and secure foundation, to our world-class research and models, to our products and platforms that touch billions of people. This approach enables us to iterate and innovate faster in ways that are lighting up every part of the company.

What’s incredible is how people are using AI, whether it’s students prepping for final exams with the Gemini app, musicians and artists using generative AI models like Lyria and Veo as part of their creative flow, or developers coding and bringing their ideas to life.

AI momentum across the full stack

These stories of how people are using AI are the best measure of progress. To understand the scale at which people are adopting AI, there is another great proxy — tokens, the fundamental units of data our models process, many representing a problem being solved.

Two years ago, we were processing 9.7 trillion tokens a month across our surfaces — a huge number. Last year at I/O, that grew to roughly 480 trillion tokens. Fast forward to today, that number jumped 7x to over 3.2 quadrillion per month.

It tells an important story about our products and how others are building as well — especially developers and enterprises:

• Over 8.5 million developers are now building new apps and experiences with our models monthly.
• Our model APIs are now processing roughly 19 billion tokens per minute.
• Over the past 12 months, over 375 Google Cloud customers each processed more than one trillion tokens, representing incredible demand for AI from across industries.

Momentum with our products

Today we have 13 products with over a billion users each. Five of those have more than 3 billion users.

Our Gemini models are a big reason more people are using our products, and why they're using our products more.

It all starts with Search, which is bringing the benefits of generative AI to more people than any other product in the world. AI Overviews now has over 2.5 billion monthly active users. And AI Mode has been a revelation, our biggest upgrade to Search ever. People love it, and in just a year, it’s already surpassed 1 billion monthly active users.

When people use our AI-powered features in Search, they use Search more. Search has become less about individual queries and feels more like an ongoing conversation, giving you deeper insights and connecting you with the vastness of the web.

Another place where we’ve been rapidly innovating is in the Gemini app. Last year at I/O, the Gemini app had 400 million monthly active users. Today, we’ve surpassed 900 million, more than doubling in a year. In that same time, daily requests have grown over seven times.

We’ve been adding a lot of unique features like Personal Intelligence, which make responses more customized and helpful. And to date more than 50 billion images have been generated with our Nano Banana image generation models. It was a breakout star this past year, showing how much latent creativity there is in the world.

Natural, conversational AI in products

There’s also a lot of latent productivity to be unlocked. Over the last year, we’ve been bringing the ability to have more natural conversations with Gemini directly inside our products. Recently, Maps got its biggest upgrade in a decade, including a new feature called Ask Maps. People are using Ask Maps for more complex, and much longer questions.

Now we’re bringing more natural conversational AI to more products.

Ask YouTube

People come to YouTube everyday to ask a lot of questions. There’s a lot of great videos, but sometimes it’s hard to know where to start.

Ask YouTube entirely reimagines the experience, making information much more digestible and easy to navigate. You’ll see videos that best match your interest, and most importantly, it jumps right to the part of the video most relevant to you.

We’re starting to test Ask YouTube now, and it will roll out broadly in the U.S. this summer.

Voice-powered Docs Live

There are a lot of times I want to get things done at the speed of my voice. That is much more possible today thanks to technical leaps in our audio models.

A new feature called Docs Live takes this to another level. To create a doc with Gemini before, you had to type out a precise prompt. With Docs Live, you can just verbally “brain dump” whatever is on your mind, and let Gemini do the rest. Here’s a demo in real-time:

In the future, you’ll be able to create new docs and edit them directly, all with your voice. Docs Live is rolling out for subscribers this summer, and powerful voice capabilities will come to Gmail and Keep then too.

Infrastructure supporting innovation at scale

It’s incredible to see the pace of innovation rolling out across our products. Supporting all of this scale for our users, while also serving enterprises and developers around the world, requires massive investments in infrastructure. We’ve been investing for now and for the future. In 2022, we were spending $31 billion annually in capex. This year, we expect that number to be about six times that, approximately $180 to $190 billion. A key part of this investment is our custom silicon.

A decade ago, we announced our very first commercial tensor processing unit, or TPU, on the I/O stage. Since then, we have transformed how the industry builds for AI. We recently announced our 8th generation of TPUs at Cloud Next. For the first time, we’ve taken a dual chip approach with specialized architectures for training and inference: TPU 8t and 8i.

TPU 8tis optimized for large-scale pretraining, and it’s nearly three times the raw computing power of our previous generation. We’ve taken a fundamentally different approach with our training infrastructure. With JAX and Pathways, our training is no longer constrained by the limits of a single, massive data center. Instead, we can now seamlessly distribute training across multiple sites, scaling training across more than 1 million TPUs globally. This gives us the ability to create the largest training cluster in the world. For model builders, this means training larger, more capable models in weeks rather than months.TPU 8iis designed for inference. We have dramatically improved speed at every step. Because if we learned anything in 27 years of working on Search, it's that latency matters.

In addition to speed, we’re also thinking about scaling sustainably. Both chips are more energy efficient, delivering up to two times better performance-per-watt.

Gemini Omni

This progress with TPUs is how we can make compute advances across models, coding and agents. With world models, AI is moving from predicting text to simulating reality. We have been working to push the boundaries of what these models can do.

Gemini Omni is our new model that is capable of generating samples in any output modality from any input. We’re starting with video outputs, and over time we’ll enable image and text. This new model combines Gemini’s intelligence with our generative media models — a huge leap forward in world understanding. We’re launching the first model in the Omni family: Gemini Omni Flash.