Google’s Agentic Offensive: Full-Stack Push at Cloud Next Challenges OpenAI and Anthropic

Google Cloud Next 2026 unveiled Gemini Enterprise Agent Platform, A2A protocol in 150 productions, and $750M partner fund. Full-stack from TPUs to Workspace challenges rivals, powering real enterprise agent deployments with proven gains.
Google’s Agentic Offensive: Full-Stack Push at Cloud Next Challenges OpenAI and Anthropic
Written by Maya Perez

Thomas Kurian took the stage in Las Vegas at Google Cloud Next 2026. He declared the arrival of the agentic cloud. No more handing enterprises scattered pieces. Google now offers the complete stack, from custom chips to inboxes with three billion users.

Vertex AI is gone. Rebranded as Gemini Enterprise Agent Platform. Google Agentspace folds in too. Everything consolidates under one roof for building, deploying, and governing AI agents at scale. Gemini models advance rapidly. Gemini 3 Flash boosts accuracy 15% over its predecessor, tuned for constant agent workflows and real-time decisions. Gemini 3.1 Pro hits preview. Experimental GLM 5 tackles complex engineering via Model Garden. Gemini 3.2 looms with context windows past one million tokens and lower latency. Demis Hassabis eyes Gemini 4 this year, as he noted in January.

Gemma 4 drops as open models under Apache 2.0. Same research backbone as Gemini 3. Enterprises get an open-weight option without lock-in.

Workspace Studio launches. No-code tool. Describe agents in plain English—like “every Friday, ping me to update my tracker.” It spans Gmail, Docs, Sheets, Drive, Meet, Chat. Hooks into Asana, Jira, Mailchimp, Salesforce. Webhooks and Apps Script handle custom APIs. Rolls out to business, enterprise, education users.

Agent Designer. Visual canvas for workflows. Preview now. Agent Engine Sessions and Memory Bank go generally available, holding context across talks. Agent Garden stocks prebuilt agents for service, analysis, creativity. Free Express mode eases entry.

Model Garden holds 200-plus models. Gemini, Gemma, Anthropic’s Claude, Llama. BigQuery gets six new agents for data engineering, coding. One builds pipelines from natural language. Another turns queries into Python with charts.

Project Mariner. DeepMind’s web agent on Gemini 2.0. Hits 83.5% on WebVoyager benchmark. Manages ten tasks at once on cloud VMs. Shops, retrieves info, fills forms. Ultra subscribers in the US get it now. Q2 brings Mariner Studio builder. Q3 syncs across devices. Q4 marketplace.

Managed MCP servers expand. Google Maps, BigQuery, Compute, Kubernetes live since December 2025. More coming: Cloud Run, Storage, databases. Apigee bridges APIs to agent tools, keeping security intact.

Agent Development Kit hits v1.0 stable. Python, Go, Java. TypeScript next. Model-agnostic, Gemini-optimized. Deploys anywhere. Model Armor blocks prompt injection. Zero-trust for decentralized setups. IAM handles access, logs audits. Native A2A support in LangGraph, CrewAI, others.

Agent2Agent protocol. Core of it all. Over 50 partners at launch. Now 150 organizations run it in production—not pilots. Version 1.2 under Linux Foundation’s Agentic AI Foundation. Signed agent cards verify domains cryptographically. Live with Microsoft, AWS, Salesforce, SAP, ServiceNow. Pairs with Anthropic’s MCP: MCP links agents to tools; A2A manages agent-to-agent handoffs across boundaries. Example: Salesforce Agentforce passes to Google Vertex, which pings ServiceNow for IT data. No peeking under hoods.

Partners plug in. Box for docs, Workday HR, ServiceNow IT, Dun & Bradstreet finance. Anthropic commits to a million Ironwood units despite rivalry.

Ironwood TPUs. Seventh-gen. 4.6 petaFLOPS per chip. Scales to 42.5 exaFLOPS in superpods. Google Cloud grew 50% year-over-year in Q4 2025. Market shares: AWS 31%, Azure 25%, Google 11%.

Customers deliver proof. Danfoss automated 80% of email order decisions. Times dropped from 42 hours to real-time. Suzano’s Gemini agent turns language to SQL. 95% faster queries for 50,000 staff.

Google’s AI Agent Trends report. 89% of teams use agents. Average: 12 per organization. Top cases: service 49%, marketing 46%, security 46%, IT 45%.

Kurian advised focus. “If you want to adopt a technology successfully, you need to pick a few important projects and do them well, rather than spraying on a lot of little projects.” (The Next Web)

Recent moves amplify. Google pledges $750 million fund for partners building agentic AI. Covers assessments, proofs-of-concept, deployment, training. Global ecosystem of 120,000 partners taps in. (Google Cloud Press)

ZDNet reports Gemini Enterprise as end-to-end for multi-step agents. Agentic Data Cloud scales them. (ZDNet)

TechCrunch notes Pichai’s video opener. Platform rivals Amazon Bedrock AgentCore, Microsoft Foundry. Security-first for enterprises. Chrome gains “auto browse” agents, detects rogue AI tools via Enterprise Premium. Okta partnership bolsters sessions. (TechCrunch)

VentureBeat highlights on-prem Gemini via Distributed Cloud. Air-gapped servers for regulated sectors. Agentic workloads run nonstop, using off-peak capacity. (VentureBeat)

Competition heats. OpenAI’s Operator at 87% benchmarks, 40% enterprise revenue, three million Codex users weekly. Anthropic’s MCP: 10,000 servers, 97 million SDK downloads monthly. Google bets vertical control—from silicon to Workspace—wins the five-way fight with OpenAI, Anthropic, Microsoft, AWS.

A2A production at 150 firms. Mariner’s roadmap accelerates. $750 million fuels partners. Agents move from hype to operations.

Enterprises watch closely. Full stacks promise reliability. Interoperability via A2A breaks silos. But governance lags. Security demands rise as agents act autonomously.

Google positions first. Others scramble.

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