Google Cloud CEO Says AI and Enterprise Deals Are Accelerating
Google Cloud CEO Thomas Kurian said Alphabet is seeing accelerating enterprise demand for cloud infrastructure, AI products, and cybersecurity, with customer additions more than doubling year over year and deals above $100 million rising more than twofold. He highlighted a first-party stack from TPUs and Gemini to security and Workspace, citing Gemini Enterprise use by 90% of the Fortune 100 and 80% of customers for AI products.