Whereas Others Pull Back, Google Doubles Down: Strategic Insights from Google I/O Connect China 2025

This Market Note recounts the Google's I/O Connect China 2025 summit, which showcased advancements in AI, developer tools, and hardware tailored for the Greater China Region. Key highlights included Gemini 2.5 Pro, Project Mariner, and Android extended reality (XR) smart glasses, emphasizing AI-driven innovation. Google Cloud's China to global strategy targets multinational firms, leveraging global infrastructure while addressing regional challenges. Initiatives, such as the Google Developer Program, and partnerships with local start-ups aim to strengthen its ecosystem. Google's focus on scalable AI adoption and regional alignment positions it as a strategic cloud partner in Asia/Pacific.