Developing Story
Google Cloud Next '26 – Agentic AI Product Wave
Google Cloud Next '26 saw Google unveil a broad set of agentic AI products — including Agentic Data Cloud, Gemini Enterprise Agent Platform, Virgo Network, and Security Operations upgrades — aiming to position itself as the infrastructure backbone for autonomous AI agents. Partners including Oracle, Wiz, and Contrast Security expanded integrations into the Google ecosystem.
Importance: 60%Confidence: 85%Mentions: 1Updated: August 3, 2026
## Overview
At Google Cloud Next '26 in Las Vegas, Google LLC unveiled a sweeping slate of artificial intelligence agent products spanning data infrastructure, security, networking, productivity, and enterprise platforms, positioning Google Cloud as an end-to-end stack for the "agentic era" of AI (SiliconANGLE, April 22).
## Key Announcements
- **Agentic Data Cloud**: A new infrastructure platform described as "connective tissue" allowing autonomous AI agents to access enterprise data without traditional restrictions, unveiled by Andi Gutmans, Google's VP and GM of Data Cloud (SiliconANGLE, April 22).
- **Gemini Enterprise Agent Platform**: An evolution of Vertex AI, positioned as the new central hub for building, optimizing, and governing AI agents, bringing model development and control "under one roof" (SiliconANGLE, April 22).
- **Security Operations Expansion**: Three new AI agents added to Google Security Operations, alongside a major expansion of Wiz Inc. coverage across rival clouds and agent-building platforms, plus new agent governance tools (SiliconANGLE, April 22).
- **Virgo Network**: A new mega-scale datacenter network fabric and cross-cloud infrastructure designed to speed communications within accelerator clusters and across broader data centers to meet agentic AI's latency and scale demands (SiliconANGLE, April 22).
- **Workspace Intelligence**: A new system adding AI capabilities across Google Workspace to help users "get more work done faster" (SiliconANGLE, April 22).
- **Partner integrations**: Oracle Corp. expanded its Google Cloud partnership with an AI Database Agent for Gemini Enterprise enabling natural-language queries against Oracle databases; Contrast Security Inc. integrated its Application Detection and Response (ADR) platform with Google Security Operations for runtime visibility (SiliconANGLE, April 22).
## Why It Matters
The announcements collectively signal Google's strategic push to own the full agentic AI stack — from data access and networking infrastructure to security and productivity tooling — challenging AWS, Microsoft, and independent agent-platform startups for enterprise AI infrastructure spend. The breadth of the launch (data, security, networking, productivity, partnerships) suggests Google is trying to establish Gemini Enterprise Agent Platform and Agentic Data Cloud as default standards for enterprise agent deployment.
## Entities to Watch
- **Wiz Inc.** — expanding cross-cloud security coverage as part of Google's security stack.
- **Oracle** — deepening Google Cloud partnership despite being a cloud competitor.
- **Contrast Security** — runtime application security integration.
- **Vertex AI / Gemini Enterprise Agent Platform** — the unified hub for agent development.
## Developing Storyline
Expect continued announcements from Google Cloud rivals (AWS, Microsoft Azure) responding with competing agentic infrastructure offerings, and further enterprise partner integrations building on the Gemini Enterprise Agent Platform and Agentic Data Cloud.