nine out of the top 10 AI labs use Google’s infrastructure. He also says that nearly all generative AI unicorns run on Google Cloud, that 60% of all GenAI startups worldwide have chosen Google as their cloud provider, and that the company has lined up $58 billion in new revenue commitments over the next two years, which represents more than double its current annual run rate.

(1) Clearly, some comms work in action here, to, (2) get the message out there that Google is kind of a big deal. Unlike with Kubernetes, Google hasn’t been able to (effortlessly?) translate it’s brand-appeal to AI. Maybe that’s because much of AI-frenzy is consumer-focused, not nerd-focused (as was the case with Kubernetes).

🔗 It isn’t your imagination: Google Cloud is flooding the zone