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Report 19 Feb 2026

Google - Vendor Profile - US

This Vendor Profile summarizes Google Cloud’s US activities. It covers revenue drivers, major US customers, recent infrastructure investments, and PAC’s market assessment.

Key points

  • Emphasis on Google Cloud’s data and AI capabilities (Vertex AI, Gemini).
  • Major customers include public agencies, banks, manufacturers, retailers, and large tech/media firms.
  • Growth is supported by partnerships (e.g., Meta, OpenAI, Anthropic) and an extensive implementation ecosystem.
  • Strategic moves: large US data center and renewable energy investments to support Google Cloud and AI workloads.
  • Market position: PAC ranks Google Cloud third in US cloud platforms, with a strong vertical presence in telecom, manufacturing, banking, and retail.

 

Recommended advisory: PAC Leadership Session – AI’s Impact on the Future of Work

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Oliver Ojog

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