Google has a deep addiction to AdWords revenue which makes for a significant disadvantage. Nomatter how good their technology, they will struggle internally with deploying it at scale because that would risk their cash cow. Innovator’s dilemma.
https://www.crn.com/news/networking/2024/google-cloud-posts-...
They are embedding their models not only widely across their platforms suite of internal products and devices, but also computationally via API for 3rd party development.
Those are all free from any perceived golden handcuffs that AdWords would impose.
[1] https://www.cnbc.com/2021/05/18/how-does-google-make-money-a...?
[2] https://aag-it.com/the-latest-cloud-computing-statistics/?t