Google Cloud is rebuilding the enterprise stack for the age of agents

Google Cloud is assembling an ambitious agentic enterprise stack it believes will close the gap between AI ambition and real business outcomes.

But the transition from traditional, linear workflows to autonomous systems requires a shift in how organizations view their entire operating model. The focus is no longer incremental automation — it’s building an integrated environment where agents can reason, act and ultimately move the revenue needle, according to Karthik Narain (pictured), chief product and business officer at Google Cloud.

“The vision of the agentic enterprise is that we build a system that creates a connective tissue between people, data and the business outcomes of the enterprise. To do that, we want to create the entire stack, starting from Gemini Enterprise, which [has gone] from being just the front door to intelligence and is now an end-to-end system from intelligence to action. We’re bringing the Agentic Data Cloud to become the context layer for all these agents to operate autonomously at scale. We’re bringing Agentic Defense so that all these activities can be happening in a protected environment. We are powering that with the full stack that everybody is talking about.”

Narain spoke with theCUBE’s John Furrier and co-host Alison Kosik at Google Cloud Next, during an exclusive interview on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed the full vision of the agentic enterprise stack Google is building. (* Disclosure below.)

Building the agentic enterprise stack

To support this new era of automation, Google Cloud has spent years developing a purpose-built infrastructure. This includes everything from custom Tensor Processing Units to the Agent Development Kit, which the company has open-sourced to encourage industry-wide interoperability, Narain noted.

“If you have the talent to build the next generation models and products, we will give you all these capabilities that we have, that’s helping us build Gemini, for you to build them,” he said. “Across the stack, we are open. The new Gemini Enterprise Agent Platform is an improved and extended version of Vertex AI — one of the most popular inferencing platforms for Anthropic’s Claude models, as well as several open source models. That will continue.”

A key differentiator in Google’s approach is the emphasis on grounding reasoning in enterprise data to ensure that agents are not just generating text but are performing high-quality reasoning with low latency. For many companies, the most significant impact is seen in revenue generation rather than just cost reduction, Narain explained.

“It’s not just about creating the next breakthrough product — it’s also about, ‘How do I create the product that I was always thinking about creating, but I did not have the budget to create it?'” he said. “That’s what we’re seeing.”

The priority remains delivering on these advancements to meet the high demand for agentic solutions. By tightening the feedback loop between customer use cases and product development, Google Cloud aims to help enterprises accelerate their journey toward becoming fully agentic, Narain explained.

“There is absolutely a necessity in today’s day and age that we build products that are … almost ready to deliver the outcome for the business,” he said. “There is a changed expectation in enterprise buyers [and the] C-suite, not just the IT leaders — even though the IT leaders’ role is even more important now as the engine for execution. They are talking to us and saying, ‘How do I increase the share of wallet from a customer?'”

Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of Google Cloud Next:

(* Disclosure: TheCUBE is a paid media partner for Google Cloud Next. Sponsors of theCUBE’s event coverage do not have editorial control over content on theCUBE or SiliconANGLE.)

Photo: SiliconANGLE