[MUSIC PLAYING] SUNDAR PICHAI: Hi, everyone. Thanks for joining us
for Cloud Next OnAir. Exciting to be part of
this new virtual format, though it does make it a bit
harder to hear if anyone laughs at my container jokes, so maybe
we'll skip those this time and get right to the point. We are excited for what
we have in store for you over the coming weeks. In just a few minutes,
Thomas will walk you through some of our new
product initiatives. But first, I wanted
to share a few words about where we have been
and where I see us going. Like many of you,
we've been trying to figure out how to be
helpful in this moment. The pandemic, combined with
the racial justice movement happening all around
us, has made us look at the world with new eyes. It's been an opportunity to
challenge our established ways of working and chart new paths. This is something
we have experienced over the last few
months at Google. While building products
across distributed teams wasn't new for us, doing it
during a pandemic with teams working from home brought
additional challenges. This experience allowed us to
put our own tools to the test and make good use of our
infrastructure investments. In the process, we
gained deeper insights into what tools will
be helpful to others, from building exposure
notification technology and helping public health
authorities monitor and allocate critical resources
to deploying Chromebooks to underserved populations to
help bridge the digital divide to making our Meet
video conferencing available to everyone. I'm proud of how Google and
Google Cloud have stepped up in these moments. I'm equally proud of how our
customers have met the moment and I'm honored that
we could assist. For example, we helped
companies like Colgate, Twitter, and Netflix make the
work from home transition easier for thousands
of employees. We helped retailers like
Lowe's and Target scale to meet increased demand. We helped hospital systems
like HCL Healthcare take better care of patients. And we helped millions
of children from Italy to Indonesia to
Indiana learn online. And we helped
governments deliver a broad range of social services
from processing millions of unemployment inquiries
in Illinois and New York to keeping the judicial
system up and running in Peru. The goal was always to
help you help yours-- your customers, your
clients, your employees, and your communities. Now we are focused on
helping organizations adapt to the changing world. As economies start
to reopen, it's clear we are returning
to a world much different than the one we left. It's too early to know exactly
how these changes will work, but there are three
trends we see. First, the future of work
will be more digital. We are already seeing the
long term acceleration of businesses moving
to digital services, including increased online work,
education, medicine, shopping, and entertainment. These changes will be
significant and lasting. More than 75% of
companies say they plan to accelerate their
digital transformations. That means more
investments in the cloud. Recent estimates show
public cloud penetration increasing to 20% by 2023. Second, The future of war
will be more collaborative. As large teams and
organizations know, collaboration is key to success. Companies are now investing
to keep teams connected and create community virtually. Using tools like Cloud
productivity suites and video
conferencing, we've all been able to successfully
transition to work from home. But we are still working
from a foundation that was made around conference
tables just a few months ago. The next phase will
be more unstructured requiring us all to invest
in creative solutions and evolve our tools to
facilitate collaboration. Third, the future of work
will be more flexible. Since school's earliest
days, we believed you don't have to be at
your desk to get work done. The pandemic has
reaffirmed that work is not defined by a physical place. It can happen anywhere. In a survey of US
CEOs, more said COVID will have a lasting
impact on improving their work flexibility. As we adapt to new
models of working, it'll be important
to create moments for serendipitous encounters
knowing that some of the best innovations start from a
conversation over lunch or while making coffee
in the break room. As work becomes more digital,
collaborative, and flexible, customers will turn to the cloud
to innovate for future growth and to navigate economic shifts. They'll need a
technology partner who can deliver security,
flexibility, and solutions. We are tried and
tested for this moment. Over the past few years,
companies around the world have turned to us to help with
their digital transformations and the reinvention of
their business models. Our growth reflects that. As we shared in our Q1
results, the cloud business grew more than
50% year over year and has a run rate of more
than $10 billion a year. We continue to invest, whether
it's opening additional cloud regions in Italy, Spain,
Chile, and Indonesia, hiring great talent, or offering
the most advanced technologies. Last year, we were proud to
launch Anthos at Cloud Next. This year, we are
announcing a new solution that allows you to keep cloud
workloads private by encrypting data anytime, even
while it's in use. We'll also introduce a
multi-cloud analytics solution powered by Anthos to make moving
between clouds even smoother. I'm going to turn it over to
Thomas Kurian, our Google Cloud CEO, to tell us more
about these plans. But first, let me thank all
of our customers and partners who put their trust
in Google Cloud. The world may be changing,
but our commitment to helping you innovate for the
future is stronger than ever. Thank you. [VIDEO PLAYBACK] [MUSIC PLAYING] - What we're seeing
today is that there's this new technological
revolution taking place. - We have rolled out G Suites
across 140,000 employees. - We're building brand
new businesses and spaces we haven't been in before. - We don't need to worry
about all the details that aren't core to our product. - And that frees us up to
do Spotify-specific things. - Leveraging speech to text
API with an 80% reduction in processing time. - Now our team can look
at hundreds of calls a day in minutes instead of weeks. - We have migrated
180 applications to the cloud in 2019. - Our employees are able to
access petabytes worth of data at their fingertips. - If you can be quicker
than everybody else, you're at an enormous
competitive advantage. And that's where Google Cloud
has really, really helped us. [END PLAYBACK] [MUSIC PLAYING] THOMAS KURIAN:
Thank you, Sundar. We at Google Cloud
have been touched by the many ways in which
people have worked so heroically through this pandemic. And we've been
grateful for the work that our organization
has been able to do to support institutions during
this period of great change. While the process of
recovery will be gradual, we're committed to
helping organizations to reimagine their businesses as
they emerge from the pandemic. Our mission at
Google Cloud has been to accelerate every
organization's ability to digitally transform
their business and to reimagine
their business through data-powered innovation. We offer three important
capabilities to enable this-- distributed infrastructure
as a service, a digital
transformation platform, and industry-specific digital
transformation solutions. Let's start by looking at
infrastructure as a service. Our vision for
infrastructure as a service is to offer customers
advanced capability-- compute, storage, network that
you can elastically spin up through an API or
through a console, secured with a variety of
advance security capabilities that protect your data and
your business applications and managed and monitored
through a single pane of glass. We offer this through a global
network of cloud regions, which are high scale,
and designed to be highly available and
resilient, and designed to operate as a network
of warehouse scale data centers that look to a
programmer or a customer as a single extraordinarily
large computer. We provide four
environments in which you can use our
infrastructure technology-- in Google's cloud regions,
in your data center, something called hybrid
cloud, on top of other cloud providers, multi-cloud, and
even in a telecommunication's mobile edge computing
environment. You can use our infrastructure
in any of these contexts with a single open
programming model and API. Recognizing the demand
for our cloud technology in many different
parts of the world and from global
multinational customers, we broadened our
region footprint. We're now live in 24
regions and 73 zones globally, allowing us to service
customers in over 200 countries around the world. We're also proud of our
continued commitment to renewable energy. We've been the largest
procurer of renewable energy. And we've been 100% carbon
neutral for many years. We're very pleased to introduce
a number of new innovations in our infrastructure. We've made significant
enhancements to our compute solutions to both
improve performance and improve the price performance or
the cost value of compute with a number of new
compute offerings as well as support for
large memory shapes. We're also pleased to
introduce bare metal services to run compute environments
that require the performance and capability of a
bare metal environment. We've introduced a number
of new capabilities for storage with a
high performance, highly scalable elastic file
system, further enhancements to our persistent disk
solution, and enhancements to our archival and
storage footprint. In networking, we've introduced
new capabilities, enhancements to our CDN offering, further
improvements in Cloud Armor, our application firewall, and
evolution and enhancements of our network
intelligence offering that allows you, our customers,
to optimize how you run traffic on our global network. We made further
optimizations for SAP to support very large
SAP environments as large as 24 terabytes in our cloud. And we help you migrate and
modernize IBM mainframe, Unix workloads, Windows and Oracle
workloads into Google Cloud. All of this is managed through
a comprehensive data center assessment, migration
tools, and methodology to make it easy, cost efficient,
and quick to migrate workloads to Google Cloud. We recognize when you move
workloads to Google Cloud that security and privacy
are important areas of risk and a concern for customers. And so we're very
pleased to introduce a number of new advances
in security and privacy. First, we're introducing
a new capability called confidential computing. Confidential computing
allows you, as a customer, to run workloads in Google Cloud
and to ensure the data is not only encrypted at
rest and in transit but is even encrypted
while it's being processed. This gives you the ability to
ensure that all your data is protected all the time when it
is being processed with Google. Secondly, we've introduced
a number of solutions to protect and give you threat
visibility for intrusion monitoring, beyond core for zero
trust access to applications that are web-based in Google
Cloud and even at your premise and in other clouds. And lastly, to make it
easy for our customers to ensure that their cloud
workloads are running in compliance with
either industry standard requirements or your
own IT organization's compliance standards,
we're introducing something called assured
cloud, which allows you to ensure that
your cloud is running in compliance with these
operational requirements and that you can then use that
to attest that you're operating a cloud in compliance
with industry regulations. In addition to security, Google
also has a very firm commitment to privacy of your data. We recognize, at Google Cloud,
that your data is your data and no one else's. When you move data into a
cloud, we do not sell your data to any third parties. We do not use it
for advertising. We only use it to deliver
the cloud service that you are consuming in Google Cloud. We guarantee the
integrity of your data by encrypting it at
rest and in transit and with confidential computing,
even when it's being processed. With Access Transparency,
Access Justification, and Access Approval,
you have sole control of who can access your data. And you can even deny
Googlers access to your data. No one at Google has
standing access to your data. And you have sole
control of the location in which your primary copy, your
secondary copy, and any backups are maintained. Finally, with
External Key Manager, you also can maintain the
encryption keys offsite from Google and air-gapped
from any employee at Google. All of these standards have
been vetted and accredited against international norms. Now that you've heard
about our commitments on global scale infrastructure,
as well as security and privacy, let's
hear from Spotify on how they're using our
infrastructure to scale their business globally. [VIDEO PLAYBACK] [MUSIC PLAYING] - Spotify is definitely more
than just a music company these days. - Our mission at Spotify is
to connect a million creators with a billion fans. So that's very exciting. It's also a huge challenge. - The problem is bigger
than just the number of fans that we have. It's also the amount of
content that we have. - At peak, we're seeing half
a trillion events per day. - We were reaching the tipping
point where the current system wouldn't scale anymore. - And that's where
Google Cloud comes in. Google Cloud takes care
of a lot of the complexity of our business. - We don't need to worry
about the infrastructure. We don't need to worry
about all the details that aren't core to our product. - And that frees us up to
do Spotify-specific things-- being creative,
being innovative, experiment faster, and
get results way faster. - Moving to Google
Cloud and their platform really freed us up to
accelerate our development. And we skyrocketed. - We have a pretty
strong belief that we can, together with Google,
build the best cloud for us. [END PLAYBACK] THOMAS KURIAN: Built on this
global scale infrastructure is our Digital Transformation
Platform, which provides you a number of capabilities to
modernize your applications, to process data at scale
for analytic purposes, and to use Google's
machine learning tools to understand data in new ways. For application modernization,
we've made many enhancements to our Anthos technology. And we're proud to introduce
those to you today. First, when you run
Anthos in your data center in Hybrid Cloud mode, we provide
you the capabilities not just to run Anthos on
VMware, but also are introducing a bare metal version
of Anthos, which you can run in your existing hardware
platforms, whether they are by Cisco, Dell, HP, or others. We've also broadened
Anthos support to allow you to run Anthos
not just in Google Cloud, but also on AWS and we're
in preview on Azure. We allow you also to
use Anthos not just to run cloud-native,
containerized workloads, but to also manage
virtual machines so that you can
mix both greenfield and brownfield workloads
in a single system. Finally, we're bringing
Anthos as a foundation to mobile edge clouds. And we'll talk about that
just a little bit later on. So we've broadened our
commitment to Anthos not just in Google's cloud, but
providing you a single way to deploy, secure,
and manage workloads-- brownfield and
greenfield-- in your data center in hybrid, in Google
Cloud, on Amazon and Azure, and even out on a
telecommunications edge. Anthos gives you
a great platform to modernize your
application estate. We see us delivering three
important capabilities with Anthos. First, it provides you a
comprehensive framework to help you modernize your
development practices. It helps you improve how
quickly you can develop builds, how you promote
builds, how you manage and scale your entire
development pipeline, and is based on
years of experience that Google has in providing
some of the industry's best software practices in
developing and scaling cloud-based services. We complement that
with an operational set of tools that lets you
run, monitor, secure, and manage applications
not just in Google Cloud, but in a hybrid and multi-cloud
way in a single system, a single pane of glass,
and with a single set of operational
practices and policies. This gives you a much
more consistent way in operating your cloud across
multiple cloud providers. And it gives you a
customer's choice in using the cloud provider
that best suits you. Because Anthos is based on
open source and technologies like Kubernetes, it allows
you to optimize and maintain choice in the adoption
of cloud technology in your organization. We've also standardized
within Anthos two important additional elements. One is a set of operational
best practices, things like site-reliability
engineering, which are designed to give
you a best practice in how to do DevOps and
how to modernize your IT organization's
operational practices. We also give you a
data-driven framework to understand how best to adopt
and modernize your application environment. And using benchmarking that
compares yours data center and operational practices
to industry benchmarks, you can make very specific
decisions on where to start and where best to adopt Anthos. All of these advances have
driven the adoption of Anthos very quickly. The second piece of our platform
is our data and analytics portfolio. It's used by many, many
organizations around the world to understand data, to make
operational and business decisions. We are very pleased
to introduce today some important new advances. The first is BigQuery
and the ability to run BigQuery and
use it to analyze data from Azure and Amazon. In other words, from just
BigQuery's user interface, you can now query data
in Amazon and Azure without having to move
that data to Google Cloud. So you can bring the power
of BigQuery analytics to where your data sits without
having to pay expensive egress fees in moving that data
from other cloud providers to Google. It is a representation of
Google's continued innovation and commitment to multi-cloud,
bringing you the best analytics and data warehouse technology to
where your data sits as opposed to requiring you to move
that data to Google Cloud. We also recognize, in
a number of industries, whether that's in retail
or financial services, you want to do analytics
on real-time data. And we have broadened and
improved our streaming analytics capability to support
as much as 100 parallel streams with BigQuery. To make it easy for
analysts to ask questions and to understand data,
we've added natural language query interface to BigQuery. That's integrated
with Google Sheets, as well as you can
integrate it with bots to make it easy to automate
how querying analysis is done with BigQuery. To this analytics
foundation, we've added two important
advances this year. First, we recognize that you
may have many different data sources in many different
clouds and even on your premise. To give you consistency in
how you view data across all these sources, to have
a consistent set of data definitions, to expose
these different data sources to a data API on top of
which you can do dashboarding, you can build
operational workflow, and you can integrate
data driven applications into your business,
we've taken Looker and integrated as a
foundational element of our analytics portfolio. To this enterprise
data platform, we've also made advances in
our machine learning portfolio. One of the very
important elements of what we're trying to
do with machine learning is to give you a machine
learning pipeline and a single workbench in which
you can develop models, test, and validate the models,
and promote and scale these models in
exactly the same way that you could think of your
software development pipeline. It makes models easy to
manage, easy to scale, and easy to validate. Now that we've described
some of the capabilities of our platform, let's hear from
a leading securities investment management and financial
institution, Goldman Sachs, on how they're
using our technology to transform their business. [VIDEO PLAYBACK] [MUSIC PLAYING] - Goldman Sachs is a place
where macroeconomic events are studied and analyzed, where
transactions are conducted, where risks are measured. We're approaching
brand new problems, building brand new
businesses in spaces we haven't been in before. These are big moves for us. We are a wholesaler of risk. We need to be measuring,
factoring, analyzing, and monitoring risk. - How do we maximize
the compute power? How do we execute things faster? - It's absolutely imperative
for us to be on the leading edge there and pick partners
who we can really rely on in those domains. Google's capabilities
are so extraordinary. The way that we
factor compute cycles, the way that we
express our technology, that's been transformed
dramatically. - You basically have all
these building blocks already existing
that Google provides you, that helps you to
do the product faster and helps you evolve faster. - Google's been able to both
meet our needs in the moment and also be a great
thought partner about where this could go over time. [END PLAYBACK] THOMAS KURIAN: G Suite
is a product that's seen enormous adoption over
the past several years, but hugely accelerated
because of the pandemic. As a commitment
to our customers, to educational institutions,
and citizens and people around the world, we made
Google Meet free and available to everyone in the world. We've seen enormous adoption
and growth of Google Meet. Similarly, we took a
number of capabilities of Google's G Suite's Business
and Enterprise Edition and made it available to
consumers and businesses so that they could do
business without having to pay for Basic and Enterprise
during this pandemic. Responding to customer
demand, we also introduced G Suite Essentials. It integrates Meetings, Drive,
Docs, Sheets, and Slides to give you a great
toolset, if you are a company that's
made a decision to run a different email system. All of these innovations have
driven adoption of G Suite to over two billion users
as of the end of last year. Now, we've recognized that
collaboration constantly evolves. People want to find
new ways to work with people within their
organization and outside of their organization. We also recognize there
are too many tools, making it super difficult
for an organization to manage collaboration in
a secure and manageable way. To make it even easier
for you, our users, to adopt our technology and to
collaborate with one another, we're integrating
more of these pieces together to give you
not just one tool set, but to also make
them better together. Just two examples--
we brought Meetings so you can have seamless
communication, audio, and video calling and
meetings from within Gmail. And we're also now integrating
Chat as a powerful first class enterprise-quality chat
solution within Gmail. So we're not just bringing
you new capability, we're also integrating
these capabilities into a unified experience
that makes them very powerful and easy to use. The third part of
our portfolio is our industry-specific digital
transformation solutions. We offer a broad range of
industry-specific digital transformation
solutions that are based on Google's expertise
in AI and machine learning and are designed to apply this
machine learning expertise to solve important
business problems in different industries. These not only
help you save cost, solve important business
challenges-- for example, fraud in financial services,
demand planning in retail, quality inspection
in manufacturing-- but also help you
get results quickly because you do not have to
hire an army of data scientists in order to get these
business solutions for your organization. Let's start by looking at one
of these industries, retail. We saw three important
problems for retailers-- the ability to accelerate
how you monetize omnichannel commerce, to
transform your organization into a data-driven,
customer-centric retailer, and to modernize your
core retail operations. Let's hear from one of the
world's leading retailers, Carrefour, who
uses our technology to modernize their business. [VIDEO PLAYBACK] [MUSIC PLAYING] - I think Carrefour is
a pretty unique company. We have a huge transformation
program underway, to really bring innovation
to the food industry and make sure that what we
do is better for the planet-- the way we produce,
the way we distribute. But our main focus is
really to make sure that we make good
food accessible to all and through all
distribution channels. It's going to take
a whole company to make that change possible. We have rolled out G Suite
across 140,000 employees. Thanks to Google Cloud
platform technology, we are redefining the ways
of doing shopping, developing omnichannel value proposition
for our customers. We're extremely
proud to have Google as a partner to
empower Carrefour to achieve its ambition. [END PLAYBACK] THOMAS KURIAN: If you're
a communications company, we at Google Cloud can help
you in three important ways. We can help you monetize
5G and Edge computing. We can help you transform
how you serve customers. And we can modernize your
core network operations. For instance, we're helping a
leading communications company transform its contact
center through virtual agent technology that streamlines
how they assist customers through voice as well as
self-service channels, answering questions and
assisting human agents, thereby lowering cost and
improving net promoter score. All of this constitutes
our solution for what's called
mobile edge cloud. What we're offering
with mobile age cloud is the ability for a
telecommunications company to build a set of
virtualized network functions and cloud-native
functions for your packet core, for your EPC, and for
your radio access network on top of Google's cloud. We also offer a prepackaged
catalog of solutions, whether that's for industrial
internet of things, smart retail, smart
manufacturing, and other solutions. These allow carriers to work
with Google and our partners to deliver edge cloud solutions,
whether that's a private 5G LTE solution for customers or
in your own central offices. If you're a financial
services institution, we can help you in
three important ways-- to accelerate omnichannel
banking, to transform yourself and how you use data
to run your business, and to modernize
core IT operations. We can accelerate
omnichannel banking with solutions for
digital banking, for speeding up origination,
and automating processes around origination
and processing. We can give you
a data foundation for customer analytics,
market simulation and risk simulations, measuring and
reporting your liquidity position, and, through our high
performance compute solutions, modeling a number
of market indexes and handling statutory
regulatory requirements. If you're in health
care or life sciences, we can also help you in a
variety of important ways. We're helping life sciences
organizations accelerate the process of drug discovery,
and delivery, and distribution. If you're a hospital
or a provider, we can help you improve how
you deliver patient care in a secure and continuous way. And finally, we can also
modernize the core IT infrastructure for life sciences
and health institutions. We provide a variety
of solutions, whether that is genomic data
management, drug simulation, and analytics for
drug discovery. We offer, with our partners,
really great solutions for telehealth to help
doctors take care of patients and help doctors, nurses, and
hospital staff collaborate amongst themselves. And we're also working with
leading hospitals and life sciences organizations
to modernize the core IT operations. One of these leading
providers is Humana. Let's hear from
them on how they're using Google Cloud to transform
their business operations. [VIDEO PLAYBACK] [MUSIC PLAYING] - The work I do I
love so much because I believe in the power of
really great health care. - It's all about the members. Health care is filled full of
these fractured experiences. - Customers call us. Patients call us. Members call us. And you can imagine
a team that's just buried under the weight of
thousands of call recordings. - We asked, how can we apply
new, innovative technology to be able to process those
interactions with automation at a faster pace? That's what led us
to Google Cloud. With the power of Google
Cloud, infrastructure build time is minimized. - Now, our team can look
at hundreds of calls a day in minutes instead of weeks. - With an 80% reduction
in processing time. - That's right, we did that. - Google's been a great
partner supporting our members, to help them realize their
best health potential. - Thinking differently
about health care, thinking differently
about how we do our business in a way
that hasn't been done before. [END PLAYBACK] THOMAS KURIAN: We are
introducing a large number of product innovations
and working in incredible partnerships
with many leading organizations around the world to
transform and modernize their IT platforms
and their business. We're very encouraged by all of
the momentum that we're seeing and feel grateful
for the opportunity that leading organizations
have provided us to help them
reimagine their business and to accelerate digital
transformation as they emerge from the pandemic. Because of the global
demand that we're seeing, we at Google Cloud are
investing aggressively in ensuring your success
as a customer or partner. There are many different
things that we're doing-- expanding and specializing
our global sales team, introducing new mission-critical
15 minute response time support, a well-defined
methodology for data center transformation, and a strong
and expanding global partner network. We're also excited today to
introduce the Google Cloud Customer Community, an
independent customer community in many different
parts of the world. They're designed to bring
together you, our customers, so that you can learn
from each other, give us feedback on how we
can evolve our products, and develop methodologies
to transform your business. We're accelerating our global
learning and certification curriculum, expanding our
global customer and developer programs, and working with
our customers and partners not just to bring the
advances in Google Cloud, but to bring you the
very best of Google, and all of the innovations
in Google to you. This is a very defining moment
for all of us around the world. To have the hope
and the optimism to reimagine your business as
you recover from the pandemic, we at Google take
our responsibility to support you in that mission. And we are working hard to
deliver you amazing new product innovations and
delivering them to you through our global
go-to-market organization and through our
amazing partners. We hope that together
we can find new ways to build a bright
future for your business and to transform your
organization through technology in the years ahead. We want to thank each of you,
our customers and partners, for the amazing work
you've done with us. And we look forward to further
deepening our collaboration with you in the months ahead. Thank you. [MUSIC PLAYING]
can they speak slower? It's too fast for me /s