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Deloitte: Google Will Be Its ‘Fastest Growing Billion-Dollar Business’

‘It's really a category of one in terms of what it is as a company, and all the different things that they're involved in,’ said Tom Galizia, Deloitte Consulting’s San Francisco-based senior technology partner and lead commercial partner for its Alphabet/Google alliance.

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Where is Google Cloud winning versus its competitors?

Google Cloud is in a transition with the departure of former chief executive Diane Greene, who put in the foundational technology elements of what was required for Google Cloud, and new CEO Thomas Kurian (pictured), who's bringing in additional industry breadth, depth and an enterprise focus – with “triple-A quality, focus and intention,” according to Galizia.

“I think that transition is a good one, it was the right time for that,” he said. “In terms of where they are winning, they are differentiated in a couple different places. They're differentiating around their security capabilities, in that they are the only public cloud that can really, truly be end to end. They don't really have to use service providers around the world to connect to customers, they can do it on their own network. They certainly have the broadest and deepest network available to be able to do that end to end. They are the most committed to open, and that’s the most recent announcement around Anthos -- one of the absolute highlights coming out of Next, where now an enterprise can encode or write once and deploy anywhere on-prem or in any of the public clouds, inclusive of Google Cloud. They are competing and winning on analytics. Certainly, everyone says they have AI/ML, but the horsepower and capabilities of BigQuery are literally second to none, and the performance testing has been validated by third parties. I am really bullish on what BigQuery can do in terms of ingestion -- ingesting vast majority of data sets and transforming it. They clearly have always owned and dominated in the cloud-native space -- the likes of Snap and others. But the reality is, as they really focus on enterprise, (Kurian) has brought a lot of clarity around priority workloads, priority industries, industry solutions.”

“What I feel most excited about is Alphabet is a series of nested holding companies,” Galizia said. “When you look at Google Cloud, Google Cloud consists of G Suite, it consists of Maps and consists of Apigee from an API perspective. It’s lot of their AI/ML capabilities, and it's their platform capabilities. That's embedded within Google, which includes the world's leading marketing stack, it includes YouTube and includes Android. You go to Alphabet, and you've got Verily (Life Sciences) and Calico in healthcare, you've got Jigsaw in security, you've got Sidewalk Labs in smart cities. You think about the threading of different pieces of certainly Google and Google Cloud, and sometimes even Alphabet -- the other public players just don't have that set of cards to play with. So I feel really bullish that they started to create those constellations within their own company. As well, they're doing some pretty significant things (in) their tech partnerships with SAP, with Salesforce, with Cisco, with Intel, with Pivotal. These are groundbreaking relationships that that are driving code development and products that are extremely well integrated in the enterprise space.”

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