What to expect from Google's I/O 2026 Keynote

Summary

CNBC's MacKenzie Sigalos previews Google's I/O 2026 keynote, focusing on expected AI announcements including Gemini 4, new AI coding agents, monetization of AI Mode in Search, and a new AI infrastructure project with Blackstone. She notes Google's vertically integrated AI strategy and recent market cap surpassing NVIDIA.

• Google's I/O 2026 keynote is previewed by CNBC's MacKenzie Sigalos from Mountain View.
• Key items to watch include a possible Gemini 4 launch to compete with rival AI models.
• New AI agents for coding are expected to help Google compete with OpenAI's Codex.
• Monetization of AI Mode in Search is a focus, with potential new ad products.
• A new AI infrastructure project with Blackstone is seen as an endorsement of Google's TPU business.
• Google's broader pitch is a vertically integrated AI business already embedded in widely used products.
• Google recently briefly surpassed NVIDIA in market cap.
• DeepMind's CTO is scheduled to speak, highlighting its central role in Google's AI efforts.