From ‘catch up’ to ‘catch us’: How Google quietly took the lead in enterprise AI

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Just a year ago, the narrative around Google and enterprise AI felt stuck. Despite inventing core technologies like the Transformer, the tech giant seemed perpetually on the back foot, overshadowed by OpenAI‘s viral success, Anthropic‘s coding prowess and Microsoft‘s aggressive enterprise push. But witness the scene at Google Cloud Next 2025 in Las Vegas last week: A confident Google, armed with benchmark-topping models, formidable infrastructure and a cohesive enterprise strategy, declaring a stunning turnaround. In a closed-door analyst meeting with senior Google executives, one analyst summed it up. This feels like the moment, he said, when Google went from “catch up, to catch us.” This sentiment that Google has not only caught up with but even surged ahead of OpenAI and Microsoft in the enterprise AI race prevailed throughout the event. And it’s more tha ... Read full article.