WEBVTT - Google Cloud COO Francis deSouza Talks Growth and AI Strategy

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>She'll shares of Alphabet are up for our second day

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<v Speaker 2>following earnings late Wednesday. The company, as you know said,

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<v Speaker 2>demand for AI products boosted quarterly sales and now requires

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<v Speaker 2>an extremely increasing capital expending, heightening pressure on the company

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<v Speaker 2>to justify the cost of keeping up in the AI race.

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<v Speaker 2>That's kind of the big picture Google Cloud revenue, and

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<v Speaker 2>that's something we want to focus on and operating income.

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<v Speaker 2>Top analyst projections our own Bloomberg Intelligence is Man Deep Seeing,

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<v Speaker 2>writing after earnings that Google's increase capex view by ten

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<v Speaker 2>billion dollars for the full year suggests that cloud segment

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<v Speaker 2>growth is likely to remain above thirty percent through the

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<v Speaker 2>second half.

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<v Speaker 3>Well.

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<v Speaker 2>Our next guest is the chief operating officer of Google Cloud,

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<v Speaker 2>in fact, it's first COO. Great to have with us

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<v Speaker 2>is Francis Desuza. He joins us from the Bloomberg News

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<v Speaker 2>bureau out in San Francisco. Francis, welcome, so nice to

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<v Speaker 2>have you here with Tim and myself.

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<v Speaker 3>Great to be here, Thanks for having me. I want to.

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<v Speaker 2>Start with AI and cloud demand. As you know, it

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<v Speaker 2>feels like so many conversations start with AI AI contributions

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<v Speaker 2>to Google Cloud growth thirty two percent. What are you

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<v Speaker 2>seeing currently and continuously when it comes to AI and

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<v Speaker 2>cloud demand?

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<v Speaker 3>Yeah, right now, it feels like there are two powerful

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<v Speaker 3>mega trends that are playing out in the enterprise market.

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<v Speaker 3>The first is, you know, the continued move by companies

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<v Speaker 3>of their workloads to the cloud, of their applications to

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<v Speaker 3>the cloud. And the second, much bigger trend that's playing

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<v Speaker 3>at right now is the adoption of AI by companies.

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<v Speaker 3>And those two powerful mega trends are driving our business

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<v Speaker 3>and fueling the growth that you saw in the quarter.

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<v Speaker 3>And so what we're seeing on the AI side is,

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<v Speaker 3>you know, this is the fastest in my career that

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<v Speaker 3>I've seen a technology move from pilots to production. And

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<v Speaker 3>so what we're in talking to customers, what they're telling

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<v Speaker 3>is is they're recognizing the benefits that AI can bring

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<v Speaker 3>into their company. Across the board. You know, we have

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<v Speaker 3>companies that like Verizon that are using AI to help

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<v Speaker 3>do customers support. We work at Seattle ChIL Dren's Hospital

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<v Speaker 3>that's using AI to inform physicians in their communications with patients.

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<v Speaker 3>We also have companies like Papa John's or McDonald's that

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<v Speaker 3>are using AI in the franchises, and so we're seeing

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<v Speaker 3>broad adoption by enterprises across a number of places where

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<v Speaker 3>they can see the benefits from AI.

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<v Speaker 1>You just mentioned a few examples of companies that you

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<v Speaker 1>work with. There are a lot of small businesses, though,

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<v Speaker 1>and even large businesses that I think it's fair to

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<v Speaker 1>say haven't fully harnessed what you view as the opportunity

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<v Speaker 1>when it comes to AI. How big of an opportunity

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<v Speaker 1>is it for Google Cloud? What's a number? How can

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<v Speaker 1>you quantify this?

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<v Speaker 3>Yeah, I think you're absolutely right in that we're the

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<v Speaker 3>very early stages of what is a very large sort

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<v Speaker 3>of adoption market in front of us. Now. You know,

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<v Speaker 3>you look at the numbers we delivered. You know, last

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<v Speaker 3>quarter in Google Cloud, we delivered thirteen point six billion

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<v Speaker 3>dollars in revenue, and as you said, that's up thirty

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<v Speaker 3>two percent year over year. So although the numbers are

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<v Speaker 3>already big, we're still just at the very very beginning

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<v Speaker 3>of AI adoption by companies. That's true whether you look

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<v Speaker 3>at small companies who are starting to use it in

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<v Speaker 3>terms of their outreach to customers to scale up their presence.

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<v Speaker 3>From a marketing perspective, all the way to large enterprises.

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<v Speaker 3>Were just at the very beginning of this big wave.

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<v Speaker 2>You know, one of the things francisaid, I'm so glad

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<v Speaker 2>we could get some time with you, is that, you know,

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<v Speaker 2>everybody kind of throws out AI and large language models generally,

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<v Speaker 2>and we're just trying to get more of an understanding

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<v Speaker 2>of how this all impacts our world. Drilled down a

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<v Speaker 2>little bit further in terms of the customers that you

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<v Speaker 2>are working with, big, medium and small, and how they

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<v Speaker 2>are using AI and how it's going to impact our lives.

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<v Speaker 3>Yeah, we're seeing it show up in enterprises in a

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<v Speaker 3>whole bunch of different ways, and so let me give

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<v Speaker 3>you some examples. You know, some large manufacturers like Toyota,

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<v Speaker 3>for example, or Honeywell are using AI on the factory

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<v Speaker 3>floor to provide information to the people working on the

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<v Speaker 3>factory floor to improve their operational ability, and also to

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<v Speaker 3>provide access for their customers to engineering and technical support

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<v Speaker 3>documents around the product, so make it easier for customers

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<v Speaker 3>to navigate and find the information they need. We're seeing

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<v Speaker 3>some hospitals, as I talked about, helping using AI to

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<v Speaker 3>help write physicians access to whether it's guidelines or any

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<v Speaker 3>background information. In addition, we're seeing hospitals use AI to

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<v Speaker 3>automatically transcribe the communications with their patients. So what AI

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<v Speaker 3>will do is actually take the notes automatically and then

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<v Speaker 3>upload it into the systems that it needs to. What

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<v Speaker 3>that does is it frees up time for the medical

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<v Speaker 3>professionals to do what they do best, which is deal

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<v Speaker 3>with patients. We're seeing small businesses they're using AI to

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<v Speaker 3>create marketing materials and do that much more efficiently. We're

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<v Speaker 3>seeing large retailers like Wayfair that are using AI to

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<v Speaker 3>create more personalized experiences for their customers when you come

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<v Speaker 3>to the website, so you can imagine as you're using Wayfair,

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<v Speaker 3>you can imagine how the furniture items will look in

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<v Speaker 3>your environment. Rids a better shopping experience for customers. So

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<v Speaker 3>we're seeing a wide swath of ways that AI is

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<v Speaker 3>being used in companies.

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<v Speaker 2>I'm so glad you mentioned kind of the medical area

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<v Speaker 2>and what they're doing, because I think a lot of

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<v Speaker 2>folks come on our air and talk to the Bloomberg

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<v Speaker 2>audience and talk about how AI might significantly impact not

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<v Speaker 2>just hospitals, but just how we get medical care. You

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<v Speaker 2>are the former CEO of Alumina, and I think about

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<v Speaker 2>DNA sequencing and all of the information and data that

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<v Speaker 2>could potentially improve how we are treated when it comes

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<v Speaker 2>to healthcare. How are you thinking about that space and

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<v Speaker 2>what it might mean for Google Cloud and demand there.

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<v Speaker 3>Yeah, I think AI is going to have a very

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<v Speaker 3>big impact in a number of ways across healthcare. Right, so,

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<v Speaker 3>if we talked about some ways where it's helping in

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<v Speaker 3>the delivery of care by freeing up medical professionals from

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<v Speaker 3>administrative tasks and using more of their time to actually

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<v Speaker 3>interact with patients. In addition, it's also helping medical professionals

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<v Speaker 3>get access to the information they need across a whole

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<v Speaker 3>swath of information, so you know, they need to be

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<v Speaker 3>able to stay on top of guidelines as they emerge,

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<v Speaker 3>new research that's being published, as well as all the

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<v Speaker 3>information on the patient, and increasingly, you know, we're getting

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<v Speaker 3>more and more personalized information on a patient. You talked

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<v Speaker 3>about genomics, There are a lot of images as well

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<v Speaker 3>as previous lab tests, and so what AI can do

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<v Speaker 3>is sort of take all that information and present it

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<v Speaker 3>in a more digestible way so that you can make

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<v Speaker 3>better decisions. In addition, AI can also help you know

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<v Speaker 3>earlier in the process of drug development. We've seen fantastic

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<v Speaker 3>advances with tools like alpha fold, which allows you to,

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<v Speaker 3>you know, deduce a three D protein structure across hundreds

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<v Speaker 3>of millions of protein types. But that does then, is

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<v Speaker 3>that allows you to identify maybe new druggable targets that

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<v Speaker 3>allow you to treat diseases. A. I can also help

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<v Speaker 3>bring information together, you know, the genomic information, the phenotypic information,

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<v Speaker 3>you know, the the imaging inform and help us get

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<v Speaker 3>better understanding of what causes diseases and how they develop.

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<v Speaker 3>And that could give us new insights that allow us

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<v Speaker 3>to think about how we can treat those diseases better.

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<v Speaker 3>So in almost every part of the healthcare industry, you

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<v Speaker 3>can see how AI can help improve that industry.

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<v Speaker 1>We're speaking with Francis Desu's a chief operating officer over

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<v Speaker 1>at Google Cloud. Francis, I want to talk a little

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<v Speaker 1>bit about competition. For years, Amazon has been number one.

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<v Speaker 1>According to our Bloomberg Intelligence team and data from IDC.

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<v Speaker 1>In twenty twenty three, AWS had about forty seven percent

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<v Speaker 1>of the infrastructure as a service market share, Microsoft in

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<v Speaker 1>second place with sixteen percent, and then Google coming in

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<v Speaker 1>with about six percent. How do you get to number

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<v Speaker 1>two and then number one?

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<v Speaker 3>What's really interesting is that is as I talk to

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<v Speaker 3>customers with their things as a convergence of two really

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<v Speaker 3>big important spaces. One is the cloud spaces you talked about,

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<v Speaker 3>and two AI. So nearly every customer conversation I have

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<v Speaker 3>now in prospect conversation I have is really all about

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<v Speaker 3>AI and how it will impact businesses. And we are

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<v Speaker 3>the only hyperscaler that actually has our own AI stack.

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<v Speaker 3>So if you think about every part of the AI

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<v Speaker 3>technology stack, Google has leading technology. So for example, on

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<v Speaker 3>the chip side, we're one of the largest partners in

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<v Speaker 3>the world with Nvidia on GPUs, but we also have

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<v Speaker 3>our own technology TPUs that are very highly performant and

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<v Speaker 3>we run them in our data centers. In terms of

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<v Speaker 3>the models, we work with a number of other model providers,

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<v Speaker 3>so if you go into our model garden, you can

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<v Speaker 3>access models from companies like Anthropic and deep Seek. But

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<v Speaker 3>we also have the world's leading model with Gemini two

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<v Speaker 3>dot five, which is performing really well on the top

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<v Speaker 3>of the leaderboards in almost every part of AI, and

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<v Speaker 3>so here too we provide our own leading technologies and

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<v Speaker 3>it's Gemini, but it's also our image models, our video models,

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<v Speaker 3>our time series models, our weather models. And then we

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<v Speaker 3>also provide our own applications on top of that, like

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<v Speaker 3>Agent Space that allow companies to easily develop their own agents.

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<v Speaker 3>And then we have a leading cybersecurity portfolio. And so

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<v Speaker 3>where we are differentiated in the market is that as

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<v Speaker 3>we talk to customers, we're really the only hyperscaler that

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<v Speaker 3>can talk about our own native AI stack that's leading

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<v Speaker 3>technologies in each part of the stack, as well as

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<v Speaker 3>our cloud, and that's playing really well, and that's driving

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<v Speaker 3>a lot of the results that you are seeing, including

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<v Speaker 3>the results we just published, you know yesterday on the arnings.

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<v Speaker 2>Call, I got to say it's the thinking models, the

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<v Speaker 2>Gemini two point five that really kind of are blowing

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<v Speaker 2>everybody's minds. Hey, one thing I want to ask you,

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<v Speaker 2>speaking of customers, Tim and I full disclosure, we talk

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<v Speaker 2>about it a lot. Are a little bit obsessed with Weimo.

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<v Speaker 2>How much is Weimo using Google Cloud. I'm just curious

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<v Speaker 2>in terms of keeping that all going and running.

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<v Speaker 3>Yeah, I totally understand why you love Weimo. I love

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<v Speaker 3>Weimo too. Living in San Francisco, I've been using it

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<v Speaker 3>for a few years and my daughters and I love it.

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<v Speaker 3>As you can imagine, you know, being sister, you know

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<v Speaker 3>parts of Google Google we leverage technologies that Google Cloud

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<v Speaker 3>is building as well as deep Mind is building, and

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<v Speaker 3>so as you could imagine, you know, there's really close

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<v Speaker 3>interactions from a technology perspective across these different parts of Google.

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<v Speaker 2>Hey, just thirty seconds left. Security. As we know your

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<v Speaker 2>former background semantech, you understand the importance of security specifically,

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<v Speaker 2>and I'm just curious what do you keep top of

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<v Speaker 2>mind when you think about the security of Google Cloud

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<v Speaker 2>and keeping it secure.

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<v Speaker 3>Yeah. As you point out, security is a really important

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<v Speaker 3>area for us to focus on, and it's a core

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<v Speaker 3>part of the value that we deliver to our customers

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<v Speaker 3>in terms of providing a very resilient, protected cloud. There

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<v Speaker 3>are a number of things that you know that are

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<v Speaker 3>top of mind for us and for our customers as

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<v Speaker 3>we talk about security, especially in a world of AI.

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<v Speaker 3>One is it's important that security companies are leaning deep

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<v Speaker 3>into leveraging AI to improve their security capability. So we

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<v Speaker 3>offer agents, for example, that customers can deploy as part

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<v Speaker 3>of their security operations center, as part of their threat

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<v Speaker 3>intelligence gathering, and so we're also doing research on how

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<v Speaker 3>AI can be leveraged by the bad actors and think

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<v Speaker 3>about how you can stay on top of providing defenses

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<v Speaker 3>for things like you know, altered images and videos and

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<v Speaker 3>deep fakes. It's also important to our customers that the

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<v Speaker 3>security we provide works multi clouds, so not just for

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<v Speaker 3>Google Cloud, but that they can have the same security

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<v Speaker 3>posture for workloads that they have on other clouds as well,

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<v Speaker 3>and so that's an important part of the conversation too.

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<v Speaker 3>So provide leading edge technologies, stay on top of AI

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<v Speaker 3>and the expanding sort of threat landscape that opens up,

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<v Speaker 3>and then also make sure that whatever you give us,

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<v Speaker 3>you know, works across clouds.

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<v Speaker 2>So glad we could get some time with you. Francis

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<v Speaker 2>Desuza he's the chief operating officer at Google Cloud, former

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<v Speaker 2>CEO of Alumina, and also former president at Samantech, where

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<v Speaker 2>he oversaw the security and data management portfolio.