Alphabet maintained its First quarter of 2026 earnings today, and CEO Sundar Pichai gave the first preview of what to expect at I/O next month.
I/O is Google’s biggest show of the year. With less than three weeks until the 2026 edition, Pichai said the company is “excited to share more about Search at I/O.” At last year’s conference, AI mode was launched. He highlighted announcements from 2026 as personal intelligence, booking agentand Live Global Search availability. The CEO also shared that:
- “Even as we added new AI features to our results page, we’ve reduced search latency by more than 35% over the past five years.”
- “And since we updated AI Overviews and AI Mode to Gemini 3, we have reduced the cost of core AI responses by more than 30% thanks to continued advancements in hardware and engineering.”
On the Gemini front, he said Google is “focused on expanding the next frontiers of core models, including intelligence, agents, and agent coding.”
Google soon sell TPU (Tensor Processing Units) to a “select group of customers in their own data centers.” There is increased demand for “artificial intelligence labs, capital markets firms, and high-performance computing applications.”
Subscriptions are a big growth area for Google, and the first quarter of 2026 was the “strongest quarter on record for our consumer AI plans, driven primarily by adoption of the Gemini app.”
Similarly, January to March saw the “largest quarterly increase in total non-trial subscribers” for YouTube Music and Premium since subscriptions launched in June 2018.
In total, Google now has 350 million paid subscriptions, which is an increase of 25 million from the previous quarter.
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