Report 22 Dec 2025

Cloud Computing - Google - Vendor Profile - Worldwide

Google’s Cloud Strategy: What to Expect

This Vendor Profile delivers a concise, research-led view of Google’s cloud strategy, offerings, and market position in 2025. It was written for buyers, partners, and analysts who need a fast, factual briefing.

Scope & Structure

The report covers Key Offerings, Background, PAC’s Opinion, Key Figures, Top Industries & Accounts, and a Strategy Review, all tailored to decision-makers tracking Google Cloud adoption and roadmap shifts.

Highlights at a Glance

  • AI-first platform based on the AI Hypercomputer, pairing TPUs/GPUs with managed stacks for training and inference.
  • Data & AI centered on Vertex AI, BigQuery/BigLake, and Gemini models; AlloyDB AI advances transactional AI with vector search and text-to-SQL.
  • Integrated security via Google SecOps, Security Command Center, and Model Armor for AI protection.
  • Open multi-cloud with Cross-Cloud Interconnect, Cloud WAN, and global front-end delivery patterns.
  • Sovereign Controls and Google Distributed Cloud options for regulated workloads.

Market & Momentum

PAC ranks Google Cloud as a strong #3 in IaaS/PaaS, highlighting Q2 2025 growth and a sizable backlog, with differentiation from analytics depth and an integrated AI stack. Risks include complex enterprise execution and sovereignty delivery consistency.

Industries & Accounts

The profile groups marquee customers across Manufacturing, Banking, Telecom, Public Sector, Retail, Services & Media, and Transport, from BMW and Renault Group to Deutsche Bank, Vodafone, the US Air Force, Carrefour, Spotify, and UPS.

Strategy Review (2025–2026)

Expect standardization on Vertex AI plus Agentspace/Agent Builder, the acceleration of agentic SecOps, expanded EU Data Boundary and partner-run sovereignty models, and packaged, outcome-oriented solutions like Customer Engagement Suite and Connected Store.

Why This Matters

This Vendor Profile helps readers benchmark capabilities, understand roadmap priorities, and align investments with measurable outcomes, making it a practical entry point for anyone evaluating Google Cloud in 2025.

 

Recommended advisory: PAC Leadership Session – Agentic AI Adoption – Opportunities and Challenges