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Sundar Pichai hadn't said a word.

He walked onto the stage at Stanford University's commencement ceremony on Sunday to greet nearly 6,000 graduating students and was met, before he could open his mouth, with booing. Scores of graduates stood, turned their backs, and walked out. Protests had been advertised in advance — hundreds of students had signed an open letter demanding the university withdraw Pichai's invitation — but the spectacle of a sitting CEO of one of the world's most powerful companies being rejected mid-entrance, at his own alma mater, was something else entirely.

The walkout was organised around Google's Project Nimbus, a $1.2 billion cloud computing contract with the Israeli government that has drawn sustained internal and external protest since its award in 2021. Employees have been fired over it. Internal petitions have circulated. Now the opposition has followed the CEO onto a commencement stage. Whether or not Project Nimbus is the right lens for this protest, the protest itself is a signal worth reading carefully — and not only for the political reasons the coverage has focused on.

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