Oracle's latest website emerges as a product of Google Cloud
Google Cloud, Alphabet's growing division central to the tech giant's AI ambitions, has appointed Kobi Bar-Nathan as its new finance chief. This appointment was confirmed by Bloomberg.
Bar-Nathan, who previously served at Oracle since December 2022 and spent more than a decade at Microsoft, brings extensive experience in enterprise cloud economics and competitive dynamics of large financial infrastructure services to Google Cloud. His role is expected to significantly influence cost management, investment priorities, and financial strategy at Google Cloud.
The hiring of Bar-Nathan signals Alphabet's intent to bolster the financial strategy of its cloud division, which could shape Alphabet's approach to long-term profitability in the fast-growing AI sector. The rising demand for AI and competition between vendors is putting pressure on cloud margins and infrastructure costs, making Bar-Nathan's expertise particularly valuable.
In the first quarter of 2025, Google Cloud generated $12.3 billion in revenue, up 28% year over year. Alphabet's total revenue for the same quarter was $90.2 billion. As the main cloud service providers, including Google and Oracle, compete for market share, strategic financial decisions could be critical for securing a competitive edge.
Oracle, for instance, extended agreements with both Google Cloud and Amazon Web Services as part of its wider "multicloud" strategy in September. Big Tech firms are vying to provide cloud services for generative artificial intelligence tools, a growing range of data centers around the world.
The specific impacts of Bar-Nathan's strategic decisions and execution on Alphabet's AI ambitions and long-term profitability in cloud computing have not been publicly documented or reported. However, it is clear that his appointment is a significant move for Google Cloud as it continues to push for market share in the competitive cloud computing landscape.
- Kobi Bar-Nathan's extensive experience in enterprise cloud economics and financial infrastructure services, gained from his time at Oracle and Microsoft, will likely have a significant impact on Google Cloud's cost management, investment priorities, and financial strategy.
- With the hiring of Bar-Nathan, Alphabet is signaling its intent to bolster the financial strategy of its cloud division, which could shape Alphabet's approach to long-term profitability in the fast-growing AI sector.
- As the main cloud service providers, including Google and Oracle, compete for market share, strategic financial decisions could be critical for securing a competitive edge, especially considering the rising demand for AI and the increasing competition between vendors.
- The technology sector, particularly data-and-cloud-computing, is seeing a growing demand for cloud services for generative artificial intelligence tools, making Bar-Nathan's expertise particularly valuable for Alphabet's ambitions in this sector.
