Throughout 2026, Google’s Gemini for business has evolved from a set of components to a unified solution for practical AI. Today, it is used by 90% of the Fortune 100 and has become the fastest-growing product in Google Cloud history. Two complementary pieces exist: the application — which is designed to be the “front door” for the workplace, drawing on context from Workspace as well as other productivity apps (e.g., M365, Slack) — and the platform for building, customizing and operating AI. New FinOps capabilities and the inclusion of the Antigravity harness in all subscriptions are recent examples of how Google Cloud is addressing both sides of the portfolio, unlocking a strategic flywheel where Gemini creates demand and fuels usage of the Gemini platform. If Google Cloud can effectively deliver both as part of a unified solution, helping customers combat agent sprawl while staying true to its roots of openness and flexibility, it will take a big step to address one of AI’s central challenges: how to translate capable AI models into something that can scale at enterprise levels.

Just like supporting startup programs, many traditional IT services companies and consultancies have struggled to adequately put themselves in their alliance partners’ shoes. And when those partners are startups or immature native AI companies, that struggle will be harder in the absence of leadership, strategic direction and sustained investment. But that’s the potential downside. The upside is that consultancies are perfectly positioned to be change management specialists, helping their largest clients adopt the best new AI.