Google Cloud's EQT Agreement Highlights the Next Phase of Enterprise AI

Cloud Wars Live with Bob Evans · Jun 19, 2026 · 2m

In today's Cloud Wars Minute, I examine why the Google Cloud-EQT deal signals a major shift in how AI is being distributed at scale.

Highlights

00:03 — The rapid pace at which deals are being struck and portfolios are expanding among the leaders in the race for AI dominance isn't new. Significant partnerships are being forged, and contracts are being signed all the time. However, every so often, a deal comes along that stands out not only for its scope, but also for what it indicates about the direction of travel for the industry as a whole.

00:33 — One such deal recently announced is between…