Slides
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Google CloudStrategy September 8, 2026 Proprietary & Confidential
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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, 2026, and Alphabet undertakes no obligation to update them. Please refer to Alphabet’s most recent Form 10-Qs and Form 10-K for a discussion of the risk factors that may affect its results.
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Google Cloud is the only provider to offer first party solutions across the entire AI stack Applications Agent Platform Secure Enterprise Foundation Data Management & Context Research & Models AI Infrastructure
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● Expands our total addressable market globally ● Differentiates products from breadth, quality, cost ● Diversifies our revenue streams as monetization is evolving Benefits of Google Cloud’s full stack platform 1 - Based on Q2’26 ARR | 2 - Q2’26 vs. Q2’25 Average over attainment of customer commitments YoY growth in new customer additions2 QoQ & YoY growth in number and value of $100M-$1B deals Product lines with over $1B of annual revenue1
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Infrastructure Best computation infrastructure for AI Up to 2.7X better training price performance1 80% better inference price performance1 30% better CPU price performance2 Choice lowers supply chain risks Seamless workload portability Flexible Consumption Orchestration Cluster Management Consumption Models Open Software Frameworks Purpose-built Hardware Compute TPU, GPU, CPU Storage Networking Inference Engine 1 - TPU v8 vs TPU v7 | 2 - vs competitors