Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I explore the expanded partnership between Salesforce and Google Cloud, a deal that goes beyond revenue targets to fundamentally reshape AI-driven customer offerings.
Highlights
00:15 — The Salesforce and Google Cloud deal that was signed recently reflects what’s going on in this new world of the AI revolution. As part of this, I’m going to say that Google Cloud now stands out as the number one AI partner. I’ll lay out some reasons why that is the case in a minute.
01:08 — Salesforce and Google Cloud’s new expanded partnership involves everything from agents to integrated AI applications and infrastructure. This is a huge boost, I think, for the Agentforce team. They are tying in with a lot of the key tech and AI that Google Cloud has developed. It gives what Agentforce is doing on the agent side much greater flexibility.
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02:30 — Now, behind my decision to designate Google Cloud as the number one AI partner. You’ve got the fastest-growing major cloud vendor in the world, Google Cloud. You’ve got the world’s largest enterprise applications provider, Salesforce. One of the leading, if not the leading, agentic AI vendor, also with the Data Cloud. These two big companies doing a lot of cool new things.
03:26 — Now, across some other Cloud Wars Top 10 companies, you’ve got what they’re doing with Oracle from about five or six months ago, the agreement to offer the Oracle database at Google Cloud so that Google Cloud customers now can have direct access to the Oracle database through Google Cloud infrastructure. SAP, they signed a big partnership around data analytics and infrastructure.
04:01 — I suspect that at Google Cloud’s big event in April called Next, either there or in June at SAP Sapphire, these two companies are going to up the ante on that. In the Google Cloud Marketplace, Workday, as part of its move to the public cloud, now is available on Google Cloud infrastructure.
05:00 — When you put two companies together like Salesforce and GoogleCloud and some other partnerships we’ve seen, suddenly, the opportunities then that are created for customers are enormous. I think we’ll see a lot more of this right now, though. I take my hat off to both Salesforce and Google Cloud for a great customer-centric expanded agreement.
