Google Cloud NEXT '26 Shipped a Full Agentic Stack. One Layer Is Missing.

This is a submission for the Google Cloud NEXT Writing Challenge Google Cloud NEXT '26 Shipped a Full Agentic Stack. One Layer Is Missing. Google Cloud NEXT '26 kicked off April 22 in Las Vegas, and the story Thomas Kurian told from the keynote stage was one of the most coherent ones that a hyperscaler has put together in years. The pitch: a unified stack. Silicon built for the models, models grounded in your data, agents running on those models, all of it secured by the infrastructure underneat