He held the alphabet 1st quarter of 2026 Earnings today and CEO Sundar Pichai gave his first glimpse of what to expect at I/O next month.
I/O is Google’s biggest show of the year. With the 2026 launch less than three weeks away, Pichai said the company is “excited to share more information about Search at I/O.” AI mode was launched at last year’s conference. highlighted the 2026 announcements as Personal intelligence, agent reservationand Global Search Live existence. The CEO also shared this:
- “While we’ve brought new AI features to our results page, we’ve reduced Search latency by more than 35% over the past five years.”
- “And since we upgraded AI Insights and AI Mode to Gemini 3, we’ve reduced the cost of core AI responses by more than 30% thanks to continued hardware and engineering advances.”
On the Gemini front, he said Google is “focused on pushing the next frontiers of foundational models, including intelligence, agents, and agent coding.”
Google will soon Sell TPU (Tensor Processing Units) “to a select group of customers in their data centers”. There is growing demand from “AI labs, capital markets firms and high-performance computing applications.”
Subscriptions are a big growth area for Google, and Q1 2026 was “the strongest quarter yet for our consumer AI plans, driven primarily by Gemini app adoption.”
Similarly, between January and March, YouTube Music and Premium saw “the largest quarterly increase in total non-trial subscribers” since subscriptions launched in June 2018.
In total, Google now has 350 million paid subscriptions, an increase of 25 million compared to the previous quarter.
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