Alphabet Inc (google) Class C · NASDAQ:GOOG
Alphabet Inc (google) Class C — Alphabet — Goldman Sachs Communacopia + Technology Conference 2026
10 slides from Alphabet Inc (google) Class C's conference presentation, Sep 8, 2026
Slide 1: Google Cloud Strategy
Proprietary & Confidential Google Cloud Strategy September 8, 2026
Slide 2: Forward-looking statements
The following presentation includes statements that could be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially. Any forward-looking statements in the presentation are based on assumptions as of September 8, 2
Slide 3: Google Cloud is the only provider to offer first party solutions across the entire AI stack
Applications Google Cloud is Agent Platform the only provider Secure Enterprise Foundation to offer first party Data Management & Context solutions across the entire AI stack Research & Models AI Infrastructure
Slide 4: Benefits of Google Cloud's full stack platform
Benefits of Google Cloud’s full stack platform ● Expands our total addressable Product lines with Average over market globally over $1B of annual attainment of customer revenue1 commitments ● Differentiates products from breadth, quality, cost ● Diversifies our revenue streams YoY growth in new QoQ
Slide 5: Infrastructure
Infrastructure Best computation infrastructure for AI Flexible Consumption Up to 2.7X better training price performance1 Orchestration Cluster Consumption Management Models 80% better inference price performance1 Open Software 2 30% better CPU price performance Frameworks Inference Engine Choice low
Slide 6: Benefits of Google Cloud's full stack platform
Benefits of Google Cloud’s full stack platform ● Highly differentiated products in Size of custom AI chip of AI infrastructure TCV a large expanding market business vs next largest is committed 5-year cloud competitor1 contracts ● Lowers cost and improves margins for our products ● Enables a range o
Slide 7: Gemini Enterprise
Gemini Enterprise Use reasoning agent to synthesize information & automate processes Multi Surface User Interface Use reasoning agent and enterprise context Web, Mobile Desktop Code CLI, Antigravity To cost efficiently automate processes Gemini Enterprise Agent With enterprise control and governance
Slide 8: Data, Security, Applications
Data, Security, Applications Use reasoning agent in specific domains Data Security Applications Experiences Analytics & ML Tools Wiz Workspace, Applications Runtimes Runtimes (SQL, Spark, Python) Detect, Prevent, Respond Collab, Customer, Finance Context Knowledge Graph Security Graph Process Graph
Slide 9: Benefits of Google Cloud's broad AI solutions
Benefits of Google Cloud’s broad AI solutions ● Leverages Google’s Cloud and of F100 use Gemini Expected lift in GCP 5yr AI strength in many domains Enterprise and our LTV from Gemini cybersecurity platform1 Enterprise platform ● Diversifies Gemini investment into many large markets ● Advances under
Slide 10: Thank You
Thank You Google Cloud
Alphabet — Goldman Sachs Communacopia + Technology Conference 2026 on 6ix