The modern data stack was built for humans asking questions. Google just rebuilt its for agents taking action.
Enterprise data stacks were built for humans running scheduled queries. As AI agents increasingly act autonomously on behalf of businesses around the clock, that architecture is breaking down — and vendors are racing to rebuild it. Google's answer, announced at Cloud Next on Wednesday, is the Agentic Data Cloud.The architecture has three pillars:Knowledge Catalog. Automates semantic metadata curation, inferring business logic from query logs without manual data steward interventionCross-cloud lakehouse. Lets BigQuery query Iceberg tables on AWS S3 via private network with no egress feesData Agent Kit. Drops MCP tools into VS Code, Claude Code and Gemini CLI so data engineers describe outcomes rather than write pipelines"The data architecture has to change now," Andi Gutman [...]
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