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Google Cloud Next ’25: New AI chips and agent ecosystem challenge Microsoft and Amazon


Google unveils Ironwood TPUs, Gemini 2.5 "thinking models," and Agent2Agent protocol at Cloud Next '25, challenging Microsoft and Amazon with a comprehensive AI strategy that enables multiple AI systems to work together across platforms.

Google Cloud is making an aggressive play to solidify its position in the increasingly competitive artificial intelligence landscape, announcing a sweeping array of new technologies focused on “ thinking models,” agent ecosystems, and specialized infrastructure designed specifically for large-scale AI deployments. Google is positioning itself as the only major cloud provider with a “fully AI-optimized platform” built from the ground up for what it calls “the age of inference” — where the focus shifts from model training to actually using AI systems to solve real-world problems. Gemini 2.5 Pro, which launched two weeks ago, is positioned for high-complexity use cases like drug discovery and financial modeling, while the newly announced Flash variant adjusts its reasoning depth based on prompt complexity to balance performance and cost.

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