The central direction of development is the Gemini family of models: in May 2026, Google introduced Gemini 3.5 Flash — a fast model focused on coding and autonomous tasks — while also preparing a Pro version with enhanced multimodal capabilities. The company is clearly shifting from “chat” toward autonomous AI agents, emphasizing concepts such as vibe coding and agent-based platforms like Antigravity, where AI independently completes development, automation, and analytics tasks.

Search, Android, and new interfaces
Google Search is moving into its next phase with a redesigned interface featuring deeper integration of generative AI responses, multimodal queries, and mini-applications directly within search results. In Android 17 and the Android XR ecosystem, Google is betting on “no-code” development: Google AI Studio now allows users to create Android applications using text prompts, fundamentally lowering entry barriers for smaller developers and marketers.
Cloud, infrastructure, and financials
Google Cloud surpassed $20 billion in quarterly revenue for the first time, with growth of approximately 60–65% year-over-year, driven primarily by Gemini-based AI products and generative AI models. At the same time, the company announced planned capex of around $175–185 billion in 2026 for AI infrastructure, TPU development, and data centers, highlighting an aggressive but strategically important investment cycle.
Regulation, new form factors, risks, and near-term outlook
Alongside growth, Google is facing increasing regulatory pressure in the EU and the UK, including DMA-related measures and antitrust cases discussing possible restrictions on its search and advertising ecosystem. At the same time, Google is expanding its hardware ambitions: AI-powered glasses based on Android XR and new XR headsets are in development, positioning the company as a direct competitor in the personal AI device market while also increasing operational complexity and extending investment payback periods.
Against this backdrop, another attempt by bulls to break resistance near the $400 level failed, triggering another pullback toward support around $338.
Nevertheless, pullbacks may continue to be used as buying opportunities, although a break below support in the $384–380 area could trigger a deeper correction, as previously noted in Google holds at critical resistance as AI-driven rally shows signs of slowing.
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