Latest / Cloud Wars Live with Bob Evans
Google Cloud Racking Up $1 Billion Deals Powered by A.I.
In today's Cloud Wars Minute, I dig into why Google Cloud’s momentum in AI-centric deals is reshaping the entire cloud landscape.
Highlights
00:30 — A few major things became evident from Google Cloud's third-quarter results from late last month. One, if you look at the giant deals Google Cloud signed in the first three quarters of 2025, it inked more billion-dollar-plus deals than it did in all of 2023 and 2024 combined. The pace of these huge investments by businesses is accelerating.
01:05 — Alphabet CEO Sundar Pichai expressed excitement that enterprise AI is now becoming a huge factor of…
The skinny
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