Sundar Pichai teases I/O 2026 as Google starts selling TPUs and YouTube Premium grows

Alphabet’s Q1 2026 earnings call spotlighted Google’s expanding AI strategy, with Sundar Pichai teasing major Search announcements at I/O 2026.

Pichai said Google is seeing efficiency gains from AI and plans to sell TPUs to select customers, opening a new hardware revenue stream.

The company is pushing ahead with Search, Gemini, and agentic features like Search Live, AI Mode, and personal intelligence tools.

Google also reported record growth in consumer AI plans and continued strength in YouTube Music and YouTube Premium subscriptions.