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谷歌云与埃森哲合作，加速追赶AI部署竞赛
谷歌云扩大与埃森哲的企业AI合作，依靠前向部署工程师推动采用，以克服部署瓶颈。
AI推荐理由 TechCrunch报道Google Cloud与Accenture合作，但摘要信息有限，缺乏具体细节和证据，可能偏向商业新闻，对技术实践价值一般。
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谷歌云与埃森哲正在合作成立一个联合部门，专门派遣工程师进入企业，帮助他们更好地采用谷歌的AI工具和服务。
这个名为“埃森哲双子座企业业务集团”的新部门，是谷歌在日益激烈的“前沿部署工程师”（FDE）领域的最新尝试。AI竞赛中的竞争对手，包括OpenAI、Anthropic、微软和亚马逊，最近都推出了各自的业务部门，押注于AI模型的实施可以成为一项万亿美元级别的业务。
这是AI公司和超大规模云服务商越来越需要做出的赌注。超大规模云服务商每年在GPU、数据中心和电力容量上投入数千亿美元，而直接归因于AI的收入仍只是这笔投资的一小部分。
谷歌云第二季度营收为248亿美元，其中很大一部分由企业AI驱动。但支撑这一增长的投资承诺是巨大的。据报道，谷歌云的母公司Alphabet截至6月30日累计的采购承诺和合同义务达8110亿美元。
这种投资回报尚未以企业和投资者所需的方式实现，因此一切都取决于AI公司能否为其服务创造足够的需求。但这种需求并非有保障，因为企业自身在AI支出上难以看到真正的投资回报。
传统观点认为，企业只是缺乏专业知识，无法将AI工具和服务智能地整合到工作流程中，从而不仅节省成本，而且从长远来看还能帮助创造更多收入。这正是FDE发挥作用的地方，他们作为稳定的指导力量，理想情况下具备商业头脑和智能体AI能力的完美结合，能够改变一切。
作为与埃森哲交易的一部分，谷歌将培训该咨询公司多达1000名FDE，让他们与企业合作，在双子座企业平台上构建定制AI应用。据谷歌发言人表示，该组织将隶属于埃森哲。
根据Ramp的8月数据，在Ramp的美国客户中，谷歌约占企业AI支出的6%，而Anthropic占43.5%，OpenAI占39.7%。（谷歌发言人指出，Ramp的许多客户并不包括那些与谷歌云签署大型战略AI协议的主要企业，这些协议超越了单纯的模型API使用，如Oracle、Meta、Anthropic和ServiceNow。）谷歌与埃森哲的新部门（由《华尔街日报》首次报道）是其今年积极扩展FDE模式的最新举措，旨在解决企业部署瓶颈并追赶竞争对手。
今年早些时候，谷歌云推出了7.5亿美元的合作伙伴生态系统承诺，将谷歌自己的FDE嵌入多家咨询公司，包括凯捷、高知特和德勤。这家科技巨头还与CVC Capital Partners达成了多年合作伙伴关系，将FDE直接部署到该投资公司的投资组合公司中。
谷歌并不是唯一面临被新公司超越风险的巨头。专门致力于将工程师嵌入企业以构建定制AI工作流程的公司——如与Anthropic合作的Ode，或OpenAI的The Deployment Co.——也对埃森哲等大型咨询公司构成威胁。对于这家专业服务巨头来说，与谷歌的合作补充了其今年自身的FDE项目浪潮，包括3月与微软的类似FDE实践，5月与ServiceNow的FDE计划，以及6月与SAP的联合计划。
本文已根据谷歌的评论进行更新。
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Google Cloud and Accenture are working together on a joint unit dedicated to sending engineers into enterprises to help them better adopt Google’s AI tools and services.
The new unit, dubbed Accenture Gemini Enterprise Business Group, is Google’s latest foray into the increasingly competitive world of “forward-deployed engineers,” or FDEs. Rivals in the AI race, including OpenAI, Anthropic, Microsoft, and Amazon, have all recently launched separate business units in a bet that implementing AI models can become its own trillion-dollar business.
It’s the kind of bet AI companies and hyperscalers increasingly need to make. Hyperscalers are committing hundreds of billions of dollars a year to GPUs, data centers, and power capacity even as the revenue directly attributable to AI remains a fraction of that investment.
Google Cloud generated $24.8 billion in the second quarter, a big chunk of which was driven by enterprise AI. But the commitments behind that growth are enormous. Google Cloud’s parent company Alphabet reportedly accumulated $811 billion in purchase commitments and contractual obligations as of June 30.
This return on investment is not yet materializing in the way companies and investors need it to, so everything hinges on whether or not AI companies can create enough demand for their services. But that demand is not guaranteed, as enterprises themselves are struggling to see a true return on investment on their AI spending.
It’s conventionally held that enterprises have simply lacked the expertise to intelligently integrate AI tools and services into their workflows in a way that not only saves them money, but helps them make more of it in the long run. That’s where the FDEs come in as a steady, guiding hand that, ideally, possesses the perfect mental cocktail of business acumen and agentic AI prowess needed to change everything.
As part of its deal with Accenture, Google will train up to 1,000 of the consultancy firm’s FDEs to work with enterprises and build custom AI applications on the Gemini Enterprise platform. The organization will live under Accenture, according to a Google spokesperson.
According to August data from Ramp, Google accounts for roughly 6% of enterprise AI spending among Ramp’s U.S. customers, compared to Anthropic’s 43.5% and OpenAI’s 39.7%. (A Google spokesperson pointed out that many of Ramp’s customers exclude the types of major enterprises that are signing large, strategic AI deals with Google Cloud, which go beyond just model API usage — like Oracle, Meta, Anthropic, and ServiceNow.) Google’s new unit with Accenture, which The Wall Street Journal first reported, is the latest of its aggressive expansions of its FDE model this year as it attempts to resolve enterprise deployment bottlenecks and catch up to rivals.
Earlier this year, Google Cloud launched a $750 million partner ecosystem commitment that embedded Google’s own FDEs across multiple consultancies, including Capgemini, Cognizant, and Deloitte. The tech giant also struck a multi-year partnership with CVC Capital Partners to deploy FDEs directly into the investment firm’s portfolio companies.
Google isn’t the only giant at risk of being outpaced by newer firms. Companies that are dedicated specifically to embedding engineers into businesses to build bespoke AI workflows — like Ode with Anthropic, or OpenAI’s The Deployment Co. — threaten big consultancy firms like Accenture as well. For the professional services giant, the Google tie-up adds to its own wave of FDE programs this year, which include a similar Microsoft FDE practice in March, an FDE initiative with ServiceNow in May, and a joint program with SAP in June.
This article has been updated with comments from Google.
Topics
Accenture, AI, Enterprise, Enterprise AI, FDE, Google, google cloud
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Rebecca Bellan
Senior Reporter
Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications.
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