Internet: IDM Grp Trailed the Broader Market in What Has Been a Week Defined by Google

Research evidence excerpt

Internet: IDM Grp Trailed the Broader Market in What Has Been a Week Defined by Google

g AI to more people than any other in the world. AI Mode, launched just a year ago, has

already surpassed 1 billion monthly users, and queries reached an all-time high last quarter. The Gemini app has grown to over 900

million monthly users, more than doubling in a year — making it one of Google’s fastest-growing products. Personal Intelligence, which

connects users to their Google apps for personalized suggestions, is now available in more than 190 countries. Outside of core AI

services, Waymo is surpassing 500,000 fully autonomous rides per week, has launched six new markets already in 2026 bringing its

network to 11 major U.S. cities, and is preparing to expand internationally.

IBM & Google Cloud Strategic Partnership. IBM (IBM, NR) and Google Cloud announced the launch of a new Google Cloud Practice,

combining IBM Consulting Advantage with Google Cloud’s Gemini Enterprise Agent Platform, cybersecurity, and data capabilities. The

partnership will deploy thousands of Google Cloud-certified IBM consultants to help enterprises scale AI into production, modernize legacy

systems, and manage complex hybrid environments — representing what both companies describe as a multi-billion-dollar opportunity.

We believe this partnership is a positive development for Google Cloud and should bolster its backlog further, as it meaningfully expands

the pool of expert consultants delivering Gemini-based solutions at scale — directly addressing a key enterprise bottleneck of moving

AI from pilot to production. The IBM relationship validates Google Cloud’s Gemini Enterprise platform as a credible choice for Fortune

500-caliber workloads and should help sustain revenue growth momentum in Google Cloud.