Red Hat Summit 2026 | Dai Vu, Google Cloud

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Dai Vu

GM, Managing Director

Google Cloud

play_circle_outline From SKUs to Outcomes: Platform-Centric Buyers, Digital Marketplaces, and AI-Driven Integrated Cloud Solutions

play_circle_outline Gemini Enterprise Ecosystem: End-to-End Agent Platform, Workflow App Hub, and 2,000+ Agent Marketplace

play_circle_outline $750M partner fund to accelerate agentic development across ISVs, integrators, and consultancies.

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Dai Vu, Google Cloud

Dai Vu

GM, Managing Director Google Cloud

In this interview from Red Hat Summit 2026, Dai Vu, managing director of the Cloud Marketplace at Google Cloud, joins theCUBE's Rebecca Knight to discuss how the Google Cloud Marketplace is evolving to power the agentic enterprise. Vu explains that buyers have grown more platform-centric, moving away from individual product SKUs toward bundled solutions that combine software, services, data and AI models to deliver measurable business outcomes. He details the Gemini Enterprise Agent Platform — an end-to-end system designed to help organizations build, scale, ... Read more

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What major trends are you seeing in buyer behavior, and how is the Marketplace adapting to deliver solution-oriented business outcomes—especially with AI and agents? add

What is the Gemini Enterprise app and how does it enable companies to build, scale, govern, and deploy AI agents into everyday workflows? add

What indicators suggest an independent software vendor (ISV) will make effective use of Google Cloud’s $750 million partner fund for agentic development rather than stall? add

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Dai Vu, Google Cloud

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Rebecca Knight

>> Hello, everyone, and welcome back to theCUBE's live coverage of the Red Hat Summit here in Atlanta. I'm your host, Rebecca Knight. I would like to welcome to the show Dai Vu. He is GM Managing Director Cloud Marketplace at Google Cloud. Welcome.

Dai Vu

>> Thank you, Rebecca. Happy to be here.

Rebecca Knight

>> Yeah. So you've got one of those jobs where you see things before the rest of the industry does because you're watching what the enterprises are buying.

Dai Vu

>> Yes.

Rebecca Knight

>> What are some of the trends that you're seeing now and what do you think that maybe people aren't talking enough about?

Dai Vu

>> Oh yeah, absolutely. I mean, some of the biggest trends we see are certainly buyers are more savvy, more platform centric. They want sort of a digital first experience, which is why Marketplaces has grown incredibly because that's the online distribution channel for solutions that run on with in Google Cloud. The second piece is I think a lot of customers are also looking for now solutions and more business outcomes. So first, solutions, which was typically Marketplaces catered to specific products, think of like specific SKUs, and now they want solutions that include a combination of different products from different partners, professional services, data, AI models, and now you have a solution. And now with AI and agents coming along, that plays very well because now customers looking for business outcomes and they can be delivered through a combination of agents and software and services.

Rebecca Knight

>> Well, to that point, Google Cloud is making a big bet on the agentic enterprise, AI that takes action, doesn't just answer questions. How big is that shift really? And where are you seeing enterprises on the readiness curve for that?

Dai Vu

>> Yeah, absolutely. So yeah, we talked quite a bit at this at Google Cloud Next. So we believe this is a massive transformation. So this is not a slow upgrade. We think it's a fundamental organizational and economic rewiring that's going to be as transformational as the Industrial Revolution, because you're moving beyond just simple augmentation for productivity and now you have this collection of intelligent systems that can plan, they can reason, they can execute multi-steps, achieve very complex goals and do it completely autonomously and own end-to-end workflows. So we're making a big bet on that. Now, what I think is interesting is that with agents, it's not where you have humans that are part of every single step. More and more it's going to be autonomous. And as they take on more and more capabilities, what we see is that agents are going to need to work together. So think of agents for this particular business function, agent for this vertical, agent for this business processes working together and collaborating effectively like teammates in an organization to achieve some specific goals. We think it's a big bet. You saw some of the big announcements we made at Google Cloud Next. We announced something called the Gemini Enterprise Agent Platform, which is really...

Rebecca Knight

>> It's a bold idea. How do you describe what it's trying to do in the simplest of terms?

Dai Vu

>> In the simplest way, think of it as an end-to-end platform to enable companies to build, scale, govern, and optimize agents. And then from there, we can put these agents into everyday workflows. So we have something called the Gemini Enterprise app. Think of it as the front door for every customer, every employee where they can basically manage and work their day-to-day workflow where they have a collection of agents. It could be Google Cloud agents like we have NotebookLM or Deep Research. They might even have some of their custom agents that they've built. And as you know, a lot of business users now with some of these capabilities to build agents very easily, no code, low code. And then most importantly, you have a collection and an ecosystem of agents that we have from the leading companies in the world like Workday, ServiceNow, Deloitte, Accenture, Oracle, et cetera, available to them. In our agent Marketplace, we actually have over 2,000 agents available for customers to deploy. And the idea is that when you bring all these pre-packaged agents tied to a platform, these custom agents, now you have a full governance hub to manage these agents at scale and to bring them into your day-to-day workflow.

Rebecca Knight

>> So speaking of that, the Red Hat Lightspeed agent is now available in the Google Cloud Marketplace. What is it and what does it allow an IT admin to do?

Dai Vu

>> Yeah. I mean, Lightspeed, first of all, this will be one of many things, but what we want to do is Red Hat has always been a great partner in terms of listing their solutions on Marketplace, allowing customers to search, discover, and deploy into their environment. This includes Enterprise Linux, Ansible, OpenShift. And OpenShift, for example, is very integrated with the Google Cloud Console now. Now with Lightspeed, what it does is it provides a connection directly to Lightspeed services and it's for the IT administrator managing Red Hat Enterprise Linux to search everything and have a conversational query in terms of understandings like configuration, utilization. What are some of the vulnerabilities? How can I optimize? And the beauty of it is you don't have to do a lot of context switching between different applications. It's all integrated within Gemini Enterprise app and is all part of your daily workflow.

Rebecca Knight

>> And is the human approving every deployment right now?

Dai Vu

>> It can be. Now, I think part of it is I think the evolution, I think you touched on how are enterprises ready to allow agents to make decisions and execute autonomously. I think we'll get there. I think what you'll find is in a lot of capabilities today, right now the agent is more of just a view and recommendation agent. But over time I think they're going to allow through authorizations with the right governance and approvals to be able to update systems of record, update configurations, apply a patch, do a scan on this particular image. So they'll be able to do things a lot more autonomously. But as customers adopt, I think you'll see more of a measured deployment and how they manage it.

Rebecca Knight

>> And the trust will just build over time as the humans get a little more comfortable with the decisions that the agents are making.

Dai Vu

>> Exactly. And in fact, I mentioned before about Gemini Enterprise Agent Platform, part of what we do is we include things like observability and tracking and audit trail. So you want to be able to see what data are the agents accessing to, what decisions does it make, what assumptions they're making so you can optimize and improve its decision making and execution over time.

Rebecca Knight

>> So you mentioned Google Cloud Next, which was at the end of April. Google has also recently had a bonzo earnings.

Dai Vu

>> Yes, exactly.

Rebecca Knight

>> So Google's on a chair.

Dai Vu

>> It absolutely is.

Rebecca Knight

>> I have a number here that's staggering. There's a $462 billion backlog of committed enterprise cloud spend that partners can now tap into that.

Dai Vu

>> Exactly.

Rebecca Knight

>> How is that possible, first of all?

Dai Vu

>> Well, first of all, you have to track the massive growth. Two quarters ago, that backlog was 155 billion. In Q1, we said it was 240 billion. It now doubled to 462 billion. So I think what that signals is just massive intent from customers to modernize and build AI, compute storage, all the great things that Google Cloud wants to offer. Now, the beauty, as you know, with Marketplace is end customers are making larger and larger commits because Marketplace can de-risk some of those commitments. So they can purchase solutions like Red Hat from our Cloud Marketplace and decrement that commit dollar for dollar. So they're making bigger bets on building out this AI capabilities along with a lot of these packaged solutions that can help them accelerate time to value.

Rebecca Knight

>> So you said it signals intent.

Dai Vu

>> Yes.

Rebecca Knight

>> But so where do we go from here?

Dai Vu

>> Yeah, yeah, yeah. I mean, listen, another thing that we did, I mean, just going back to the earnings announcement, we are now at a $20 billion annual run rate. And just to put that in perspective, when we first introduced or announced publicly what our earnings were for Cloud, it was in February 2018, we had just had a $1 billion a quarter, $4 billion run rate. So in a span of just a little bit more than eight years, we've 20X'd our run rate, which is amazing. And on top of that, you've seen the growth in the last quarter with 63% year over year, which is massive at this scale that we're operating. So because they have intent to take on these massive transformational projects, we're going to match them out on the CapEx side. So we upped our guidance on CapEx to now 190 billion for the full year because we are very efficient because we're at like a 33% operating margin now. And also in the last year we've reduced the cost to serve Gemini models by about 80%. That allows us to go all in with this generational build out of AI infrastructure. So it's an opportunity to match that supply with our end customer demand.

Rebecca Knight

>> Another point from the earnings that Google Cloud has put 750 million behind partner fund for agentic development. What are some of the signals to you that an ISV is going to make the most of that kind of investment versus stall?

Dai Vu

>> Well, I think first of all, it's a broad ecosystem investment. So it includes services partners, both our established large global system integrators. It includes some of the AI pure plays. It includes these global consulting companies like McKinsey, BCG, but also ISVs. I think the idea is we recognize that partners are critical to drive business transformation with end customers. So we have to give them world-class partner capacity, capabilities and technical skills to sort of drive that transformation with their end customers. And where that money's being distributed is we're doing things like technical workshops and guidance. We're giving deployment and usage incentives to drive consumption of our Gemini models, third party models, as well as Gemini Enterprise Agent Platform. We're also doing technical enablement. We're giving them access to our product engineers as well as our forward deployment engineers, FTEs. So it's just a massive investment to really ignite the ecosystem because they're going to be so critical to drive the scale that we need with our customers.

Rebecca Knight

>> At the beginning of this conversation, you were talking about this AI transformation as being bigger than the Industrial Revolution and you're not the first person to say that. But from your perspective, if all of this works, if this agentic enterprise really comes to fruition, what does that change for the average employee day to... I mean, hopefully they've still got a job, but what does really their day to day look like?

Dai Vu

>> Yeah. I mean, certainly I would say that everyone has to be sort of AI capable and AI native, right? You and I were just chatting. I have two sons in college and they're also wondering what the future of the job market might look like, but I think we've always had this history. If you go back like IT automation, now with AI, there's been all question to say, "Hey, this is going to replace jobs." What ends up happening is it ends up creating more jobs and a lot of the jobs go to higher value services and capabilities. I can't tell you exactly what that's going to look like, but I think that pattern's going to follow here as well. And I think the market and obviously a lot of the folks graduating from college now are still figuring it out, but I am very bullish that not only is this transformation going to take place, but the folks in the future are going to have very strong value add to the economy and the job market.

Rebecca Knight

>> Okay. Well, I'm hoping that for our kids.

Dai Vu

>> Yes, exactly.

Rebecca Knight

>> Finally, we're here at the Red Hat Summit 2026. What do you want to be able to say next year at the Red Hat Summit 2027? What's the story you want to be telling about the progress that you've made this year?

Dai Vu

>> Yeah. I mean, what I would like to do is, first of all, we had the Lightspeed Agent listed. I think we could have 50 more agents listed in that timeframe. I think we're going to integrate more into other workflows. So it's not just going to be just a single IT administrator, but think of just a general knowledge worker or a business worker that can integrate with the Red Hat agents as well. Also, if you look across things we're doing with like application virtualization and application modernization with OpenShift, I think there's an opportunity for Google and Red Hat to do a lot more. And so for us to stand on stage and us being sort of like the leading Google Cloud provider in the Red Hat ecosystem is something I want to say next year.

Rebecca Knight

>> Final question. If there is a partner out there who is watching this and saying, "Okay, we want to build this for our agentic future," \what is your best advice? What's your counsel?

Dai Vu

>> Yeah. So what I would say is certainly you have to embrace what I say the agentic reality. There are some people who are still fighting it, if you will. But I would say embrace that it's coming. In fact, it's here already. And the next thing I would say is get your hands on the technology. Gemini Enterprise, Gemini Enterprise Agent Platform, contact your rep and we will schedule a workshop, a discovery session. And we will do a design sprint to identify what those agentic workflows should be that we can go after, and then we can build this together and then go after and target a few customers. Like I said, once you get going, I think it becomes a flywheel effect and it's going to drive a ton of impact.

Rebecca Knight

>> Virtuous cycle.

Dai Vu

>> Exactly.

Rebecca Knight

>> Thank you so much, Dai. A pleasure having you on the show.

Dai Vu

>> Thank you for having me here.

Rebecca Knight

>> I'm Rebecca Knight. Stay tuned for more of theCUBE's live coverage of the Red Hat Summit here in Atlanta. You're watching theCUBE, the leader in enterprise tech news and analysis.