Google Cloud Platform – Market Positioning & Growth Opportunity for AI & Machine Learning Capabilities

  • Public Equity
  • TMT
  • North America


Former executive at Google LLC (Alphabet Inc)


  • Update on Google Cloud Platform’s (GCP’s, NASDAQ: GOOGL) full stack of AI and machine learning offerings including positioning and competitive dynamics vs Azure (NASDAQ: MSFT), AWS (NASDAQ: AMZN) and others
  • Enterprise customer penetration for AI offerings, go-to-market improvements and strategic positioning to leverage AI technology
  • Compute power as a market growth barrier and Google’s outlook vs AWS Graviton
  • Impact of generative AI on the market, noting Google Bard, Microsoft’s partnership with Open AI and AWS’s partnership with Hugging Face
  • Macroeconomic impact on customer spending habits
  • Industry trends, innovation and consolidation outlook


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