尽管OpenAI和微软在AI领域广受关注，但一项最新的CIO（首席信息官）调查显示，谷歌正在企业AI支出竞争中迅速崭露头角。In the latest CIO survey, Google Cloud surpassed Microsoft and OpenAI against the trend, securing 50% of the market intent share with the title of "most strategically significant" AI vendor.
In a recent Wall Street survey,$Alphabet-A (GOOGL.US)$Cloud has surpassed $Microsoft (MSFT.US)$ and OpenAI, taking the lead.
Budget changes. As the holidays approach, technology procurement heads at major companies are busy prioritizing plans for technology spending in 2025. Adjustments to these budgets may signal potential changes in market share and spending directions.
Despite the widespread attention that OpenAI and Microsoft have received in the AI field, the latest CIO (Chief Information Officer) survey shows that Google is rapidly emerging in the competition for enterprise AI spending.
Piper Sandler's 2025 CIO survey, released last weekend, surveyed 81 CIOs to understand their budget priorities among different vendors and technology areas.
"The technology industry will experience dynamic development in 2025," wrote Piper Sandler's analyst team, "as generative AI transitions from testing/planning phases to implementation phases, driving growth in Cloud Computing spending."
Analysts noted that 87% of CIOs expect an increase in IT budgets for 2025, the highest proportion since the survey began in 2020.
Compared to the previous two surveys, Google Cloud's popularity has significantly increased. In the selection of the "most strategically significant" AI providers, Google Cloud received 27% support, whereas six months ago this figure was only 15%. Meanwhile, former leader Microsoft's support rate fell from 33% to 24%.
In the ranking of AI infrastructure providers, Google Cloud ranks first. When asked which cloud company they plan to test or implement AI projects with next year, 50% of respondents chose Google Cloud.
Overall, this is bullish news for major Cloud Computing infrastructure providers. The rising interest in AI applications and projects has increased the spending intentions of all providers, including Microsoft Azure, Amazon AWS, Google Cloud Platform (GCP), and Oracle Cloud Infrastructure (OCI), compared to six months ago.
This trend is beneficial for the parent companies of these Cloud Computing companies - Microsoft. $Amazon (AMZN.US)$、$Oracle (ORCL.US)$And it is equally bullish for Alphabet-A.
Piper's semiconductor analyst Harsh Kumar believes that this is bullish for$NVIDIA (NVDA.US)$it is also a major bullish factor.
All cloud companies are major customers of NVIDIA's AI Chips. According to Analysts, NVIDIA holds over 70% of the AI GPU (Graphics Processing Unit) market share. Kumar expects the AI Chip market size to exceed 500 billion dollars by 2028.
If CIOs' budget plans are realized, 2025 will be a significant year for AI development. Investors have already begun to focus on this trend, and Alphabet's stock price has risen nearly 15% this month.
Editor/ping
