The post claims Google is among the top one or two companies capturing business AI spend, paired with Anthropic and with OpenAI just behind. It cites Jamin Ball’s 2026-07-22 note that Google Cloud has roughly a $99B run rate and is growing 82% YoY, highlighting a major recent acceleration in quarterly YoY growth.
Author @arakharazian asserts Google is either the #1 or #2 recipient of business AI spending, ranking alongside Anthropic, with OpenAI a close third.
It's not part of the hype cycle but I think it's safe to say Google holds the number 1 or 2 spot in AI spend by businesses.
Alongside Anthropic. OpenAI a close third.
Jamin Ball (@jaminball)
Google Cloud knocked it out of the park again. They're now at a ~$99B run rate growing 82% YoY. Another MASSIVE jump in YoY growth
Quarterly YoY growth trends below $GOOG
— https://nitter.net/jaminball/status/2080022272681869474#m