In today's Cloud Wars Minute, I break down why Google Cloud’s new Gemini Enterprise may be Thomas Kurian’s most ambitious and most defining move yet.

Highlights

00:14 — One of the fastest-growing companies in the Cloud Wars Top 10 — and one that has been the most innovative, successful, and is definitely making a run at the number one spot — is Google Cloud. And I think that this week, as Thomas Kurian begins his eighth year as CEO of Google Cloud, he has recently pulled together what I'm calling his crowning achievement.

01:15 — It's what it's done here with Gemini Enterprise. I think it is the perfect fit to simplify and accelerate the journey into the cloud — or, I'm sorry, into AI, the AI economy — for their business customers. Gemini Enterprise says, “We can do the whole thing end-to-end ... But you're free to pick and choose any of the different pieces of it — bring in other vendors, other technologies."

02:13 — I think what they're doing here is saying, “We've taken care of the heavy lifting of the underlying technology, everything from the models to the platform to the developer tools to governance and security and privacy. You, the customer, can now focus on unleashing your people and their creativity to build on this platform to help drive those great business outcomes you want.”

03:03 — So, different companies at different points in their evolutions and transformations can pick what they want. The big thing: faster time to value, because it's ready to go out of the box. There’s not a lot of patchwork to be done now.

04:00 — Kurian has taken the best of the cloud with the best of AI, and offered them up to customers in a seamless package that delivers not just the underlying technology but this sense I talked about that they can move into this very exciting but also very different AI economy with a lot of confidence about where they're headed and what's going on.

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