Curious if this was forced on Google Cloud by Sundar, or was it something that Google Cloud as an org wanted to do?
At first glance, it seems Google Cloud might lose some revenue from customers who can now deploy Gemini in-house. On the other hand, it's not a complete loss, since presumably Google Cloud is still involved in providing some underlying tech? Not to mention, some customers would never consider using off-premises setup anyway.
At first glance, it seems Google Cloud might lose some revenue from customers who can now deploy Gemini in-house. On the other hand, it's not a complete loss, since presumably Google Cloud is still involved in providing some underlying tech? Not to mention, some customers would never consider using off-premises setup anyway.