Welcome to this exclusive interview with Matt Renner, president, global revenue, Google Cloud, part four of our “Google Cloud and the AI Revolution” series. In this conversation from Next 25, Bob Evans and Renner explore how AI is reshaping customer expectations, the expanding role of ecosystem partners, and the bold leadership driving Google Cloud’s rapid growth and customer-centric innovation.
Highlights
Google Cloud’s AI Revolution and Customer Success (00:10)
Renner talks about how, for Google Cloud, delivering great outcomes for customers must come before achieving returns. Efforts are underway to push brainpower and expertise directly to customers, while simplifying the sales process by infusing more industry-specific knowledge. Customers are focused on realizing tangible business outcomes with AI.
Google Cloud’s Ecosystem and Partner Ecosystem (02:02)
Google Cloud is the fastest-growing company in the Cloud Wars, achieving $12 billion in revenue last quarter. A sharp focus on business outcomes, paired with a robust ecosystem of expertise, is credited for this success. Renner discusses Google Cloud’s partner ecosystem development under Kevin Ichhpurani, president, global partner ecosystem. Growth across the partner ecosystem, including SIs, ISVs, and boutique functional experts, remains a key driver of momentum
Customer Success and Innovation at Google Cloud Next (03:46)
Innovation and customer success were on full display at Google Cloud Next in Las Vegas, with major product launches and enthusiastic customer testimonials. Marking his two-year anniversary, Renner reflects on how AI has accelerated customer success’ evolution. The volume of customer stories and advocacy is proof of exceptionally high engagement. Many customers have already moved beyond experimentation into full production.
Customer Mindset and Business Outcomes (06:09)
Today’s customers are reimagining what’s possible through AI, marking a profound shift in mindset. Renner talks about the eagerness and commitment of Google’s engineering and consulting teams to work side-by-side with customers. As customers become more sophisticated, they are increasingly focused on identifying business impact and making strategic investments. A collaborative and creative problem-solving approach is central to how Google Cloud delivers value.
Budget Shifts and Business Engagement (07:37)
AI adoption is driving a major shift in spending away from traditional IT control toward broader enterprise engagement. Renner notes that while business engagement has always been important, AI has accelerated the breakdown of old barriers across industries. Teams are approaching go-to-market strategies more mindfully. Verticalization and deep industry focus have become essential in driving business outcomes.
Ecosystem Growth and Customer Demand (11:17)
Google Cloud’s ecosystem continues to expand, with ISVs and SIs playing an increasingly critical role. Renner points to partnerships with Salesforce, ServiceNow, and others as key to expanding Google Cloud’s reach, building credibility, and scaling to meet growing customer demand. The expansion of regional SIs is equally important, ensuring global customer needs are met effectively.
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
Google Cloud’s Growth and Market Position (13:23)
Renner attributes Google Cloud’s leadership as the fastest-growing company in the Cloud Wars to its focus on customer business outcomes. This strategy has fueled new customer acquisition, a growing sales backlog, and sustained high demand. AI is transforming how Google Cloud engages with customers, driving growth across every product line and deepening its market position.
Leadership and Team Enabling (15:35)
Under the leadership of CEO Thomas Kurian, Google Cloud has made extraordinary strides in customer success and growth. Renner praises Kurian’s passion, energy, and clarity of vision. A major focus remains on providing field teams with the right assets, tools, and alignment to be successful. The addition of new talent to oversee the customer experience journey, reflects Google Cloud’s commitment to strengthening its leadership bench.
Final Thoughts and Future Plans (18:32)
Renner shares his appreciation for the opportunity to reflect on Google Cloud’s strategic focus and achievements. The interview closes with a reaffirmation of the AI revolution’s significance and Google Cloud’s central role in shaping the future of business innovation. The outlook is positive.
Google Cloud’s central role in shaping the future of business innovation. The outlook is positive.
Ask Cloud Wars AI Agent about this analysis
