Here’s because Google has placed his 32B acquisition 32b as ‘Multicloud’

The great news of Tuesday which Google is acquiring a security startup for a million 32 glass comes with a very large malifies. Google says your wiz position as a “MulticLoud offer,” meaning Wiz will not be a Google shop only.

The word is that Google had no choice but to do that, and a younger glance to the reasons behind the google weak dims in the months and forward.

Client retention

Wiz carries a list of massive customers to Google. Today Today, the startup has already arrived at a $ 700 million income fee. Before the news is breaking on the Tuesday, I was on the track so to grow up $ 1 billion.

“Before the news break” is the operating phrase here. Google and wiz safely hope the acquisition has to create a new and revenue functional, but first and leaders, have to make another existing provider.

Many of these customers already use a hybrid cloud arrangement and can’t use Google Cloud in everything. One of the keywords some of them has chosen wiz in the first place was their ability to support many claw platforms.

If Google shops that capacity, risks in alienation of those users.

That’s why Wiz CEO ASSAF RAPAPOR and other old chapers called customers on the hours driving to business, only business as a habitual.

Ruling antitrust

When the news breaks the germiths that alfabet / Google are trying to acquire wiz, speculate quarrels of regulatory quotes so such a trait. Google was under an intense disruption for the years especially for their dominance in the bowls as the furniture or openaries, and advertising.

Regulator climate has changed since. The United States under the President Trump also listen to another antitrust, and there are mixed outputions on how their administration approaches their technology. Some people believe the big technology companies will always face road roads. Others think the large-Deal window is open once.

“This google feels about contemplating Big M & A look bigger,” said a source. “They think they have trump administration from their side?”

Meanwhile, in smaller, but are still carcaled as the United States, regulators took a most favorite position on an attention point it is open for business. ” So called hypercators could see this as an opportunity to emerge from shadows a little more.

Even if the regulator climate of Big M & A, Google Multicloud location is emphatically is emphasising now, then you can only raise antitrust height.

If you regulators i am The discovery of the wiz’s wiz dominance to work in different cloud platforms could help the Google argument supporting the competition.

Google Cloud I just can’t hit abs and azure

The goal motive goes to embrace the Multicloud model is simple: many clients are not only and not using Google Cloud. As of q4 2024, United States Data shows the AWS has had a 30% clouder’s Global Market, with action in action of the second place with 21%. Google Cloud transmits in meaningfully to them at 12%.

Why is it Google so far? Some people say it’s because AWS started a start of the camp. Others say the dominance of the dispreciation of microsoft and strong ecosystem – including their openai partnership – gave a board. Google is missing the two advantages.

A couple years ago, people bailed if Google could close the labor, visited their cloud deals were comparable for AWS and azing.

“Google Cloud was always a mystery when it comes to his third position in the third in the third infrastructure of parative cloud,” ex TC writer Ron Miller TCALL. “They run the larger people in the world, angrily had trouble translating that in products for business customers.”

Think having changed under Google Cloud CEO Thomas Kuriana. “He has a lot more credibility with company customers,” says Miller. “You are raised fast last two years and have a fairly substantial business, but also way back to Amazon and Microsoft in terms of income.”

During a named the 30th grown on Tuesday, Kurian affected their multulored ability, so that you allowed them with their collections you don’t want to be closed in a seller. “

But the kurian thinks also you could change the game.

The architectures ai cause large to pool data from several places in a central cloud provider, Kurian said. If you happen, then Multicloud protection can become less critical, but security for their data centralization will be.

Fine the mullicloud is the granite to “help customers and defends against cygs to all of the wrong nilies and if they are great.” Said to prism.

Now we will see if regulators, and the end users, bought in it.