Tech excitement builds around the Google Cloud Next conference, with Ian Tien talks about the developments he hopes to see. As AI progresses, he believes Alphabet (GOOGL) will benefit from a full suite of opportunities, ranging from its Broadcom (AVGO) TPU partnership to Google Gemini. Lisa Martin will have her eyes on AI agents, as she sees the innovation as the next critical step for the industry. Like Ian, Lisa expects Google to bolster a platform to ensure it stays self-sufficient in the AI race.