I don't know, Watson is actually one of the most publicly-recognized names in the AI game. If they leverage that correctly, there's a lot of opportunities there.
Especially since most people who want to use AI would view Google as a competitor because of the number of services it operates, and IBM is more likely to support someone's desire for on-premises solutions. (The on-site enterprise solutions Google had for search and Earth, for comparison, have been recently discontinued.)