Google I/O 2026: From Search Box to AI Operating System

Google's I/O 2026 event unveiled a pivot toward an AI-native ecosystem where Gemini serves as an 'orchestration layer' for search, commerce, and hardware.

Key Takeaways

• 1.Google is pivoting from a traditional search box to an 'agentic AI ecosystem' centered on Gemini, utilizing 'information agents' for real-time proactive insights.
• 2.Google is expanding its commerce capabilities with Universal Cart and new protocols, standardizing agent-driven shopping but posing disintermediation risks to existing marketplaces.
• 3.Google continues to invest in custom silicon with its 8th generation TPUs (TPU 8t and 8i), benefiting supply chain partners Broadcom and MediaTek.

Table of Contents

• Our view
• Risk table
• Appendix
• Equity selection system
• Equity selection: An assessment relative to a benchmark
• Global asset class preferences definitions
• Statement of Risk
• Risk Information
• Additional Disclaimer relevant to Credit Suisse Wealth Management

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