Google's CEO defended the company's AI strategy during an earnings call. He acknowledged the need to accelerate AI coding after a model delay. Gemini Flash adoption was highlighted, and Gemini 4 was previewed for future updates. Investors remain concerned despite strong cloud revenue growth and infrastructure investments. Future execution will determine if Google maintains its AI leadership position.

The Google parent - set to report second-quarter results on Wednesday - has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch…

Google unveiled Gemini 3.6 Flash, 3.5 Flash Lite, and Flash Cyber as it focuses on bringing down AI costs, but competitors have taken the frontier.