Google dominates AI platform market with nearly half of enterprises choosing its services

Google has emerged as the leading provider of AI platforms, with a significant share of enterprises relying on its services. According to a VentureBeat Intelligence survey conducted in August among organizations with 100 or more employees, 48% of respondents running AI in production named a Google platform, either Gemini or Google Cloud, as their primary AI platform. This figure is more than twice the share of OpenAI, which was chosen by 22% of respondents, and nearly four times that of Microsoft Azure, at 13%.

The survey also revealed that Google's dominance stems from its strong presence in both the model and cloud categories. While 53% of respondents use Gemini and 56% use OpenAI, the gap is too close to call. Similarly, 34% use Google Cloud and 37% use Azure, indicating a competitive landscape. However, Google's combined share of 65% for any use of its platforms is notably higher than Azure's 37%, a gap that is large enough to be significant.

Final decision-makers on AI purchasing are nearly twice as likely as other respondents to say their organization tracks the return on AI infrastructure spending rigorously. Among these decision-makers, 64% reported rigorous tracking, compared to just 34% of other respondents. The survey also found that those who track return rigorously rate their platform as better value, with an average score of 4.24 out of 5, compared to 3.50 from others.

Looking ahead, specialized AI clouds such as CoreWeave, Lambda, Crusoe, and Nebius are expected to be evaluated by 35% of respondents in the next 12 months. Non-Nvidia accelerators were also mentioned by 26% of respondents, highlighting the growing interest in alternative compute options.