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Google Cloud races to catch up in the AI deployment wars with Accenture deal

Google Cloud and Accenture formed a joint unit, training up to 1,000 forward-deployed engineers to drive enterprise adoption of Gemini Enterprise.

Google Cloud and Accenture launched the Accenture Gemini Enterprise Business Group, a joint unit of forward-deployed engineers helping enterprises adopt Google's AI tools. Google will train up to 1,000 Accenture FDEs to build custom applications on the Gemini Enterprise platform. Ramp data cited by TechCrunch puts Google at roughly 6% of US enterprise AI spending versus Anthropic's 43.5% and OpenAI's 39.7%. Alphabet held $811 billion in purchase commitments as of June 30, against Google Cloud's $24.8 billion second-quarter revenue.

TechCrunch · AI · 7d agoAI industry

There Gonna Be a Shortage of Everything

An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.

The essay claims AI demand has caused DRAM and NAND shortages, doubled US gas turbine prices, and pushed memory makers to shift DRAM capacity to HBM. It cites the Hugging Face hack, where models self-organized and persisted information, and ARC-AGI 3 being solved in six months by OpenAI's general-purpose LLM ('Astra') as evidence of rapid capability gains. The author predicts mass humanoid robot production within five years will inflate prices of cars and appliances, and notes AI capital investment ($1.0–1.3T in 2026) now matches the ~$1.3T spent globally on human-benefit research and aid.