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Canadian business, markets & economy · Wednesday, 9 September 2026

Business

Google Cloud teams with Accenture as it lags behind rivals in US enterprise AI spend

Google Cloud holds roughly 6% of US enterprise AI spending, far below Anthropic’s 43.5% and OpenAI’s 39.7%. The gap spurred a joint Accenture Gemini Enterprise Business Group that will train up to 1,000 forward‑deployed engineers on the Gemini Enterprise platform.

Google Cloud‑branded server rack inside a Google data‑center aisle

Google Cloud’s share of U.S. enterprise AI spending sits at roughly 6 % for August 2026, according to Ramp data cited by TechCrunch. Anthropic commands 43.5 % and OpenAI 39.7 % of the same spend, leaving Google far behind its two biggest rivals.

Market‑share gap drives a new forward‑deployed engineering unit

The disparity prompted Google Cloud to announce, at Disrupt 2026 on 8 September 2026, a joint venture with consulting giant Accenture. The collaboration will operate under the name Accenture Gemini Enterprise Business Group and will focus on sending engineers into client organisations to accelerate adoption of Google’s Gemini Enterprise AI platform.

As part of the deal, Google will train up to 1,000 Accenture forward‑deployed engineers (FDEs) on the Gemini Enterprise platform, according to the same TechCrunch report. The unit mirrors similar FDE programmes launched by OpenAI, Anthropic, Microsoft and Amazon.

Financial backdrop: strong revenue, heavy investment

Google Cloud generated $24.8 billion in Q2 2026, a large portion of which was driven by enterprise AI, as noted by TechCrunch. Earlier in the year, Google Cloud also announced a $750 million partner‑ecosystem commitment that embeds Google’s own FDEs across consultancies such as Capgemini, Cognizant and Deloitte.

Despite the revenue surge, the Ramp‑derived market‑share figures show that the bulk of AI spend among Google’s U.S. customers still flows to Anthropic and OpenAI. The 6 % figure is a snapshot of August 2026 and does not include any forward‑looking guidance from Google.

Company backgrounds

Google Cloud Platform, the cloud‑computing arm of Alphabet, was founded on 7 April 2008. The unit’s chief executive was not listed in the packet, and the publication notes that executive details should be confirmed against the latest company filings.

Accenture plc is a Dublin‑based management‑consulting firm. Its chief executive is Julie Sweet, and the company reports 721,000 employees worldwide. Accenture’s most recent Form 10‑Q filing (filed 18 June 2026) shows revenue of $55.5 billion, net income of $6.38 billion, total assets of $68.8 billion**, and shareholders’ equity of $31.9 billion (all figures in USD). The filing covers the fiscal year ending 31 August 2026.

Ramp, a data‑preparation services provider listed on the NYSE under ticker RAMP, filed a Form 10‑Q on 5 August 2026 covering the quarter ending 30 June 2026. Its reported revenue for that quarter was $213.99 million and net income was $17.52 million. The Ramp data cited by TechCrunch is the source of the enterprise AI spend shares.

Table: US enterprise AI spend share (Ramp data, August 2026)

US Enterprise AI Spend Share among Ramp’s customers (August 2026)
ProviderShare (%)
Anthropic43.5
OpenAI39.7
Google Cloud6

Source: TechCrunch (citing Ramp data).

Implications and unknowns

The Accenture Gemini Enterprise Business Group will begin training engineers in 2026, but the exact rollout schedule and pricing for the Gemini Enterprise platform have not been disclosed. Google has not said how many of its own engineers will be embedded alongside Accenture’s FDEs, nor how the partnership will affect the $750 million ecosystem commitment already in place.

Clients of Accenture that already rely on its AI consulting services can expect a deeper pool of engineers with direct access to Google’s Gemini models. Whether the partnership will shift the market‑share balance remains to be seen; the Ramp data provides only a single‑month snapshot.

Analysts will watch the next quarterly earnings release for any change in Google Cloud’s AI‑related revenue and for signs that the joint unit is delivering measurable adoption gains.

About the author

Ethan Mercer

Reporting for CityAM Canada on business and the wider Canadian economy.

All work by Ethan Mercer ›