Google goes all in on the AI cloud

Breaking Analysis with Dave Vellante

At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google’s kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long game and betting the house on AI as a catalyst to its cloud future.

In this Breaking Analysis we unpack the key takeaways from Google Cloud Next with Rob Strechay and George Gilbert. We’ll share ETR data that positions Google’s AI relative to other leaders and we’ll contrast Google’s data-centric strategy with traditional architectural models.
Google Cloud Next Keynotes:

https://cloud.withgoogle.com/next

AI shapes the narrative for Google Cloud Next

https://siliconangle.com/2023/08/29/old-new-ai-shapes-narrative-google-cloud-next/

AnalystANGLE on theCUBE:

https://www.youtube.com/watch?v=eHSOKi9yI50

Day 2 Keynote Analysis:

https://www.youtube.com/watch?v=mMw2Gv4UeAE

Analyst Angle:

https://www.youtube.com/watch?v=VCvTYHrWEKY