"Alphabet is in talks with Blackstone, KKR, and European private equity firm EQT to give their portfolio companies access to Google's Gemini AI models under omnibus licensing agreements. The discussions are not exclusive and no deals have been finalised."
"The structure Google is proposing is fundamentally different from what its two principal competitors have built, and the difference reveals a strategic bet about how enterprise AI will actually be deployed at scale."
"The private equity AI land grab accelerated over the past week with a velocity that suggests the three leading AI labs view buyout firms not as customers but as distribution infrastructure."
Alphabet is negotiating with Blackstone, KKR, and EQT to provide their portfolio companies access to Gemini AI models through omnibus licensing agreements. This strategy contrasts with OpenAI's and Anthropic's models, which involve embedding engineers within client organizations. Google believes that enterprise AI is a platform issue rather than a service issue. The approach may influence which AI lab secures the largest distribution channel in the emerging enterprise AI landscape, particularly among private equity firms.
Read at TNW | Google
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