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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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How does Google Cloud compete against AWS and Microsoft Azure on pricing?

“One of the things that has been exciting to see is Google's been pretty well-published around where they believe their cost-advantage exists against the other two,” Galizia said, noting Google Cloud’s integrated system gives it advantages over its competitors.

“When they applied AI/ML to arguably the world's most effective, efficient data centers in the planet…to their data centers, they drove an additional 30-plus percent cost savings,” he said. “So you start to get a sense of the scale advantages that they can create being a technology-first company and…what they've applied to the operational effectiveness of their data centers and public cloud.”

What are you expecting next from Google Cloud or what would you like to see?

Galizia said he expects Google Cloud to be more vocal about its large-scale, Fortune 500 enterprise wins.

“I do expect them to continue to make significant announcements and hires to scale out their enterprise leadership team and workforce,” he said. “We will jointly announce solutions that we're going to market together with in terms of our teaming arrangements. I expect to see more of the same vis-a-vis the collaboration and willingness to co-engineer and develop business cases around industry-centric solutions. I expect them to continue to open some of the most pervasive and largest data center networks around the world.”

“I expect them to thread the needle on Google Cloud, Google more broadly and, in some cases, Alphabet, in terms of industry-winning or game-changing winning value propositions, where it makes sense,” Galizia continued. “I expect them to be relentless and diligent in their adherence to privacy and security. (Kurian) almost always starts with that, to be very clear that what happens in one business is not shared across to another business.”

“There's just a ton of upside in terms of what's coming here,” Galizia said. “They've invested many, many, many billions of dollars in this space, and they're going to continue to invest heavily over the next five to 10 years to make this a very significant business for them.”

What about Google Cloud’s channel partner ecosystem? Do you see some room for improvement there?

Carolee Gearhart, Google’s vice president of worldwide channel sales, and Nina Harding, Google’s chief of global partner strategy and programs, have done a really nice job in building out the partner program and its enterprise maturity, according to Galizia.

“Their enterprise-ready partner maturity has scaled very significantly in the last, I'd say, 12 months,” he said. “This next year will be an extremely positive year around the way that they tier and segment their customers, the kinds of programs that they put in place, the certification specializations and areas of expertise program. The tools and capabilities that they give us and give us access to as their Premier Partners are pretty significant. They know that they need a healthy partner ecosystem to be successful.”

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