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Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

Thomas Kurian, Google Cloud’s CEO, says its AI chips and models can help the data centre business gain ground

Google’s cloud boss says that a pair of new chips and rapid advances at its DeepMind AI lab will help it close the gap with Microsoft and Amazon in the fiercely competitive cloud computing market.

Thomas Kurian said that after a slow start in AI and entering the cloud business late, Google’s “full-stack” AI strategy — which includes building chips, data centres, foundation models and products in-house — was starting to pay off. 

“We’re not just a hyperscaler reselling other people’s technology. Our differentiation comes down to the fact that we own the IP, the model and the chips are ours,” Kurian said in an interview.

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