3 Highlights from the Goldman Sachs Communicopia & Technology Conference

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On Tuesday, September 8, Thomas Kurian participated in the Goldman Sachs Tech Conference, providing an update on Google Cloud’s business and strategy. Here are the highlights:

  1. Full Stack Approach: Google Cloud is the only provider to offer solutions across the entire AI stack, which expands our total addressable market, differentiates our products from the point of view of performance, cost and quality; and enables us to diversify our revenue streams as the market grows. We have 17 product lines with more than $1 billion in revenues and our customers on average exceeded their commitments by more than 50%. We have also seen more than 2x quarter-over-quarter and year-over-year growth in the number and value of $100 million to $1 billion deals. And we have more than 300 customers each with $100 million-plus contractual commitments.
  2. Benefits of Google Cloud’s AI Infrastructure:Our AI Infrastructure is built on highly differentiated products in...

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