Google、今月の AI インフラとオーケストレーションの最新動向を公開

At Google, AI is a soup-to-nuts endeavor. Obviously, we make leading AI models like Gemini and Nano Banana. We incorporate AI into the tools you use every day (think Gmail, BigQuery, AlloyDB, Google Cloud Code and Google Cloud Assist). We make software frameworks to help you build with AI, like Gemini Enterprise Agent Platform, JAX, or MaxTest. And we co-design the powerful infrastructure platform that runs underneath it all, including a broad range of standard compute, accelerators like TPUs and GPUs, optimized networks and storage, as well as orchestration software like GKE and Cluster Director. Then we package them all up into supercomputing platforms like AI Hypercomputer to power the industry-wide transformation to the AI and agentic future.

This is critical in today’s agentic era, where AI is evolving from answering questions to reasoning and taking action. Companies that want to lead in this next phase of AI need computing infrastructure that’s designed and optimized for these new requirements, so they can innovate faster, deliver compelling user and customer experiences, and optimize for cost and energy efficiency — all at massive scale.

To support this, we are making AI infrastructure and orchestration news at a furious pace. In this blog, we provide a monthly snapshot of the recent launches and milestones that you need to know about to keep up-to-date, deep dives on architecture and performance tuning, and discussions of specialized use cases, always with pointers to where you can learn more. Keep an eye out for updates to this blog every month.

July 2026

Product, technology, and tools updates

• Product update: Google Cloud Managed Lustre is now GA, and available in four distinct performance tiers that deliver throughput ranging from 125 MB/s, 250 MB/s, 500 MB/s, to 1000 MB/s per TiB of capacity — with the ability to scale up to 8 PB of storage capacity. The Managed Lustre solution is powered by DDN’s EXAScaler, combining DDN's decades of leadership in high-performance storage with Google Cloud's expertise in cloud infrastructure.

• Product update: C4N network and storage optimized VMs are now GA. C4N is our first network- and block-storage-optimized VM series built to eliminate data-transfer bottlenecks. Powered by 5th Gen Intel Xeon Scalable processors and built on Google's Titanium offloading hardware, it achieves 400 Gbps network bandwidth, 95 million packets per second (MPPS), and up to 25 GiB/s of block storage throughput when paired with Hyperdisk Extreme.

• New feature: GKE Dataplane V2 up to 15K Nodes with Network Policies (GA). This capability enables standard GKE clusters to scale up to 15,000 nodes while maintaining full active Network Policy enforcement, supporting the massive infrastructure needs of large enterprise and AI/ML customers.

• New feature: Co-operative time-slicing in llm-d. If you’re running reinforcement learning (RL) workloads, you can now interleave independent RL jobs onto shared physical hardware, increasing aggregate accelerator duty cycles from a ~40% baseline up to 70% without impacting model convergence or accuracy.

• New AI security tool: Looking to secure your AI supply chain on GKE, deploy AI workloads safely, and cut down on shadow AI? We open-sourced k8s-aibom, a lightweight, unprivileged Kubernetes controller that continuously monitors container clusters to automatically detect running AI runtimes (like vLLM and Triton) and generate standard CycloneDX Machine Learning Bill of Materials (ML-BOMs). Check out the k8s-aibom project and get involved.

Practitioner guides and how-tos

• How-to guide: On July 27, Google announced Day 0 support for Moonshot AI’s Kimi K3 2.8-trillion-parameter open-weight model, the day weights were released. Whichever your preferred deployment path — via Model Garden, custom orchestration, or GKE with llm-d recipes — this guide offers detailed step-by-step instructions to help you evaluate and pilot Kimi K3 in Google Cloud.

• How-to guide: Google Kubernetes Engine (GKE) managed DRANET supports both GPUs and TPUs. There are several configurations to use this implementation, including standard cluster (where you have full control) and autopilot cluster (where Google does the heavy configs for you). Take a deeper dive in the hands-on lab, GKE Autopilot clusters with TPUs, GKE managed DRANET and Gemma 4.

• How-to guide: Learn to run Ray on TPUs, not GPUs. In Part 1 of this two-part series, we discuss TPU slices (hint: Ray thinks of them as just another accelerator on which to schedule), then walk through Ray’s various AI libraries (Part 2).

• How-to guide: Evaluate TPUs for sample workloads using a new microbenchmark suite that helps you accurately assess whether a device is achieving its theoretical performance specifications, and to identify specific performance gaps or architecture-specific bottlenecks. Dive in here.

• How-to guide: Scale your agents without killing your budget. Learn how GKE orchestration can help you safely pack more agents onto a fixed compute footprint with GKE Agent Sandbox and Pod snapshots. Whether your goal is performance or cost optimization, we teach you how to turn the right dials for optimal agent efficiency.

• Technical blueprint: Inside the optimization of Mistral 3 large inference on Ironwood. This blog outlines how one Google team optimized Mistral 3 large MoE model inference on Google’s Ironwood (TPU v7x), achieving a 1.5x performance gain. They did so with hybrid sharding, replacing linear VPU summations with tree reductions, optimizing GMM/MLA kernels, and adopting asynchronous scheduling. As a result, they boosted throughput by up to 48% while maintaining benchmark accuracy neutrality. Read the full blog here.

Research, reports and deep-dives

• Report: Google was named a Leader in the inaugural GartnerⓇ Magic Quadrant™ for AI Infrastructure, positioned highest for ‘Ability to Execute’ and furthest for ‘Completeness of Vision’. Gartner called out Google’s proprietary scalable compute, integrated AI Hypercomputer architecture, and the scale of our AI compute capacity as key strengths. Download a copy here.

• Report: We recently surveyed more than 1,400 senior IT leaders for our State of AI Infrastructure report, and a resounding pattern emerged: The gap between AI ambition and infrastructure reality is widening. In fact, 83% of organizations say they require infrastructure upgrades to support production-grade agentic AI. Read the accompanying blog to understand how adapting your infrastructure to meet the demands that agentic applications place on your systems will help you move from pilot to production.

June 2026

Product, technology and tool updates

• Product update: Protecting sensitive data used with AI is a critical part of advanced and secure cloud infrastructure. Confidential Computing cryptographically protects data in use in hardware-based Trusted Execution Environments (TEEs) with verifiable data integrity, and is now available on the accelerator-optimized G4 machine series, featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Get started with Confidential G4 VMs and Confidential G4 GKE Nodes.

• Developer resource: The new TPU Developer Hub is the place to go for model builders, optimizers, and developers to learn to unlock the full performance of Google Cloud TPUs. Read more in this blog.

• New product: Scale your AI workloads with the new OpenTelemetry-Based TPU AI Telemetry Collector Agent. For the first time, you can route high-fidelity TPU hardware telemetry to Google Cloud Monitoring, Google Managed Prometheus, or your own self-hosted Grafana stack.

Practitioner guides and how-tos

• How-to guide: Learn how to build high availability into an AI inference workload running on GKE Inference Gateway with TPUs, Cloud Storage FUSE and Dynamic Resource Allocation (DRA). This blog provides an overview, or you can get all the technical details in the hands-on codelab.

How-to guide: Did you know you can connect your AI agents to unstructured data in