Google Cloud CEO On $15B India Bet, Sovereign AI Push & More

In this conversation with ET's editor technology Surabhi Agarwal, Google Cloud CEO Thomas Kurian discusses the company's expanding footprint in India, including bringing Gemini Flash 3.5 and Gemini Enterprise to sovereign infrastructure, and scaling local engineering talent through forward-deployed teams and partnerships like Mission Karmayogi. Kurian addresses the $15 billion investment with Adani and Airtel, India's growing role as an AI export hub, and ambitions around server manufacturing. He also weighs in on sovereign AI becoming a global norm, Google Cloud's $460 billion order backlog, competition with AI-native challengers, and how the company plans to strengthen its position against larger rivals like Microsoft and Amazon. Listen inSee omnystudio.com/listener for privacy information.