This article first appeared on GuruFocus.
Google (NASDAQ:GOOGL) is making a bigger push into enterprise AI, teaming up with Thoma Bravo to get its Gemini platform into the hands of a wide network of software companies.
The idea here is pretty simple. Companies backed by Thoma Bravo will get easier and faster access to Google Cloud’s AI tools, including Gemini models and its enterprise platform for building AI agents. That means less friction and more speed when it comes to actually putting AI into real products. Given that Thoma Bravo has invested in more than 580 software and tech companies over the years, this gives Google Cloud a pretty large runway to scale adoption quickly.
What makes this interesting is the bigger picture. This is not about replacing software companies, it is about upgrading them. Public names tied to the firm like N-able and SailPoint were already trading higher early Wednesday, showing some early confidence. The partnership also leans into cybersecurity, with both sides working to manage the risks that come with enterprise AI.
