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Dai Vu

Dai Vu

Managing Director of Google Cloud Marketplace & ISV GTM Initiatives at Google Cloud, driving multi-billion dollar marketplace revenue and ecosystem growth.

Jul 5, 2026

2:55
Let's go through.
Dai Vu
Dai VuGUEST
2:56
Yeah, I could talk for quite a bit of time because obviously we came out of next at the end of April and then we had our earnings announcement shortly thereafter.
Dai Vu
Dai VuGUEST
3:04
But real quick on Next, for folks who attended, the way they framed the discussion was they showed this AI integrated stack and that's how they framed the keynote because we position ourselves as being the only vendor that provides this.
Dai Vu
Dai VuGUEST
3:19
fully integrated stack from custom silicon all the way to the apps and agents.
Dai Vu
Dai VuGUEST
3:23
And a lot of the announcements were focused in those areas.
Dai Vu
Dai VuGUEST
3:27
I won't go through the long list, but I think the big ones coming out of Next were certainly the eighth generation TPU we announced.
Dai Vu
Dai VuGUEST
3:34
So we actually split this into two specialized chips for training and inference.

22 MINS LATER

25:48
So I think at this point in time, as you see big pivots with the partners to go all in on agents, you have to go elevate those discussions to be like, what is our plan here? Because I mean, pricing and packaging will be the thing that trips almost everyone on.

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