Google · The Register
Google explains why its all-in-one AI stack embraces competitors
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Google Cloud Next Google Cloud’s Andi Gutmans said that the company holds a structural advantage over its largest rivals in the race to win value from AI agents in the enterprise, arguing that no competitor currently combines cloud computing infrastructure, frontier AI models, an
Key facts
- He said roughly 90 percent of enterprise data remains unstructured and has historically gone unused
- We’re the only provider that has the AI infrastructure, the model and the data platform,” he said in response to a question from The Register during a briefing with reporters on the sidelines
- Google makes its own TPU AI accelerators, but partners with Nvidia on chips
- That’s where the Knowledge Catalog and the MCPs help because they’re so much better than reasoning around them
Summary
“We’re the only provider that has the AI infrastructure, the model and the data platform,” he said in response to a question from The Register during a briefing with reporters on the sidelines of Google Cloud Next. Gutmans, who runs Google Cloud's data business, including its analytics, transactional databases, storage and business intelligence products, said the integrated stack is critical to achieving value from AI. "If you think about AWS and Azure, they've got the infrastructure, they don't have the model," Gutmans said.