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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 are you seeing the biggest use cases for Google Cloud?

“My personal view is most enterprises will largely be in the hybrid state for a long period of time, and they'll all be moving more towards a multi-cloud environment,” Galizia said. “Some of…what Google has done around open source – i.e., Anthos as the latest example, then Kubernetes in the container space and TensorFlow in the machine learning space -- these are all things that run on all (of the public) clouds. And so they have been the most committed and most pervasive of the public cloud players around open source.”

With a pipeline already in the billions, according to Galizia, he is seeing the largest use cases for Google Cloud in the financial services industry, with “huge” consumption, especially by some of the larger global banks; healthcare and life sciences, the latter around clinical research; media, in particular areas around studios and rendering; retail; and state and federal government.

“Google in the last four years has north of 150 patents, Microsoft 75…and players like Apple 50,” Galizia said. “You start to think about the life sciences capabilities and what goes on there, and the kinds of quantum high-performance compute that needs to be applied to the work is pretty significant.”

Galizia pointed to Google Cloud’s advantage in competing for retail customers against AWS.

“The reality is Amazon is a wonderful public cloud player that is deployed in a lot of places, inclusive of many retailers,” he said. “The reality is several large-scale and important retailers have said, ‘We do not want to have a relationship with the company that we compete so directly with.’ Walmart publicly said they don't want anybody using them in their supply chain, let alone they won't use them. That is a very real worry. (Amazon’s) Whole Foods acquisition and what that did to the grocery space speaks for itself. Amazon is an amazing business that does amazing things, and there's a lot of genius in it. But as they enter individual spaces, it creates havoc for traditional players -- beyond just retail. What we've seen from our customers is, there are retailers that have said, ‘We do not want to work as closely with a player that is active in our space, and we’d much rather work with the other two players. Both Google and Microsoft have done a very nice job of winning deals in the retail space as a result. Google's got some significant capabilities on the marketing side to be compelling to a lot of core retailers.”

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