Google bets on in-house AI stack to close cloud gap
TL;DR Summary
Google Cloud chief Thomas Kurian argues that owning the full AI stack—in-house chips (TPUs), Gemini models, and DeepMind-driven tech—will help Google close the gap with AWS and Azure. The company previewed newer TPU generations, touted its self-developed hardware and software as a differentiator, and expanded its Chips–to–Models ecosystem with a $40 billion Anthropic investment. Google says this approach reduces Nvidia dependency, supports faster, cheaper AI deployments, and underpins a forecast of rapid cloud revenue growth (around $70 billion this year) with heavy capex of about $185 billion.
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- An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment Stratechery by Ben Thompson
- Partnering with industry leaders to accelerate AI transformation Google DeepMind
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