Google bets on AI to rival MS, Amazon's cloud dominance

Google is seeing increased demand for its Gemini artificial intelligence platform from businesses in India, which is allowing its cloud services to grow faster than those of its two larger rivals, Microsoft and Amazon, according to two senior executives.

- Shouvik Das [e-mail]

This rising demand underpins Google's decision to make its biggest bet in India last month, when it announced a $15 billion investment to set up a 1 GW data centre in Andhra Pradesh. “We're seeing a very strong demand increase for Google Cloud, and that is seen through public data. We're seeing our overall growth rates increase over the last three quarters,” said Matt Renner, president of global revenue at Google Cloud. “We're getting larger as a company, but we're growing faster. That's not neces-