Shares of Alphabet right around the flat line in today's trading ahead of the company's annual cloud event.

Deer Jibosa sat down for an exclusive interview with Google Cloud CEO Thomas Curian and brings us the details for today's tech check.

Hi, Dee.

Hey, Mike.

So Currian and Google Cloud, they sit right at the intersection of AI, infrastructure, enterprise spending.

These are sectors that are both

driving and vulnerable to global shifts and tariffs. At this point, he didn't give any indication

that Google will slow or rethink its AI spending or the customers are pulling back. I asked him

specifically how he and Google's leadership are preparing for looming tariffs as they build out the infrastructure needed to deliver AI to its massive user base and compete against Open AI and other players.

We're working similar to every other company to look at what we should do, but we've made a lot of enhancements to our models to make the cost of inferencing and the use of

its scale. And the proof of it, we've seen over 2 million developers building daily,

over 4 million developers building without platform. We have over a billion API calls a week

to our models. It's grown 100 times in the last year, and all of it's because

we've optimized the cost and the quality of the models. And as they get better and better,

people feel comfortable using it much more widely. Right. And there is sort of this worry about

sourcing components and especially semiconductors, but of course, Google uses its own

custom TPUs. Does that help give you confidence that you're going to be able to meet needs

if tariffs rise costs for the industry? We co-engineer models and the chips because there are a variety of different types of models,

data.

There's large models that are, you know, that need a different kind of infrastructure, that are

what's called a mixture of experts model, there's a sparse model, and we have different chip form factors

for these different kinds of models.

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