Google Unveils $75B AI Push to Transform Search, Devices

At its 2025 I/O developer conference, Alphabet's Google emphasized its massive $75 billion investment in artificial intelligence to maintain dominance amid rising competition from Microsoft, OpenAI, and other AI innovators. Central to this strategy is the Gemini AI platform, which is being integrated across devices such as Wear OS watches, Android Auto, and Google TV to deliver more personalized and intelligent experiences. Google has enhanced its search engine with AI features like AI Overviews and AI Mode, aiming to keep its stronghold on online search despite growing shifts toward AI chatbots, which have already contributed to a significant decline in traditional search usage and a $150 billion loss in market value. Analysts warn Google's search market share, historically near 90%, could drop below 50% within five years due to changing consumer behavior and legal challenges, including ongoing antitrust cases that might force the company to divest assets like its Chrome browser. CEO Sundar Pichai and other executives highlighted that Google's Gemini AI outperforms competitors and that the company is committed to aggressive AI development to defend its core revenue from search advertising. This AI-driven pivot reflects a broader transformation in digital interaction, with implications for global technology strategies, regulatory landscapes, and market competition.