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Google Cloud has competed well against AWS in AI, attracting business from The Browser Company, Safe Superintelligence, Thinking Machines Lab, and OpenAI

Kevin McLaughlin / The Information : X: @mzunigap and @kevkubernetes X: Mario Zúñiga / @mzunigap : Competition in the cloud services market. Once again, like in most digital markets, product differentiation counters the “winner takes most” effect. [image] Kevin McLaughlin / @kevkubernetes : AWS still dominates the cloud computing market, but Google is getting a foot in the door with some AWS customers with Gemini 2.5. It's too early to call it a trend but it does show how Google has made big strides in AI this year. More here in our report: https://www.theinformation.com/ ...

The Information Kevin McLaughlin

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  • @mzunigap Mario Zúñiga on x
    Competition in the cloud services market. Once again, like in most digital markets, product differentiation counters the “winner takes most” effect. [image]
  • @kevkubernetes Kevin McLaughlin on x
    AWS still dominates the cloud computing market, but Google is getting a foot in the door with some AWS customers with Gemini 2.5. It's too early to call it a trend but it does show how Google has made big strides in AI this year. More here in our report: https://www.theinformatio…