Google

Three to four generations of lead in TPU chips, and 100 billion dollars of cash: Google's standing in the agent-tooling race rests on substrate it owns. Kent Beck, writing in April 2026 about the usage limits that Google, Amazon and Anthropic imposed almost simultaneously, treated Google as the exception in the compute scramble, since it fabricates its own TPU silicon while Nvidia H100s stay scarce and contested. Mitch Ashley read the SpaceX-Cursor deal of 21 April 2026 the same way: among Google, AWS and IBM, he judged Google the most protected, citing the vertical integration of Antigravity since November 2025.

Google also publishes the conventions other people's agents run on. There is design.md, the open-source markdown file Meng To uses as a transferable design blueprint; the Universal Commerce Protocol, announced in January 2026 and live for Wayfair and Etsy purchases by 11 February 2026; and the whitepaper The New SDLC With Vibe Coding, signed by Addy Osmani, Shubham Saboo and Sokratis Kartakis. On 6 August 2026 Google joined the Agent Plugins 1.0.0 specification as a Core Maintainer beside Amazon, Cursor, Microsoft, OpenAI and Vercel, represented by Kevin Hou of Google DeepMind. Anthropic, which authored both of the packaged components, was absent from that maintainer list.

Mathieu Grymonprez, Global CDO of Adeo, credits Google with a production awareness OpenAI and Anthropic do not yet have, while naming lock-in of enterprise intelligence as his largest worry. Eric Schmidt, former CEO, notes that Anthropic broke Google's own revenue-growth record by more than double.