Google explains why its all-in-one AI stack embraces competitors

Google Cloud Next Google Cloud’s Andi Gutmans said that the company holds a structural advantage over its largest rivals in the race to win value from AI agents in the enterprise, arguing that no competitor currently combines cloud computing infrastructure, frontier AI models, and a data platform under one roof.

“We’re really the only provider that has the AI infrastructure, the model and the data platform,” he said in response to a question from The Register during a briefing with reporters on the sidelines of Google Cloud Next.

Gutmans, who runs Google Cloud's data business, including its analytics, transactional databases, storage and business intelligence products, said the integrated stack is critical to achieving value from AI.

"If you think about AWS and Azure, they've got the infrastructure, they don't have the model," Gutmans said. "You look at the data providers, they have the data platform ...