Google Is A Full Stack AI Player, And Is Playing Well

Google
might have come late to the cloud game and it might be a distant third compared
to Amazon Web Services and Microsoft Azure, but Google Cloud is making up for
lost time thanks to the killer app that GenAI has become. And while Nvidia is
the dominant full stack player out there when it comes to hardware, which is
why its revenues and profits have exploded, Nvidia’s Nemotron models are not anywhere
as popular as Google Gemini, OpenAI GPT, or Anthropic Claude.

Here’s
the funny bit. Google never really believed in raw infrastructure clouds. The original
cloud services from Google – Compute Engine and App Engine – abstracted all of
that infrastructure away to make infrastructure easier, invisible. More like
the Borg and Omega platform that internal Google programmers had access to. And
customers didn’t care.

But
here we are, more than a decade later, and IT organizations have learned to stop
hugging their physical and virtual servers and they are perfectly…