Verizon taps Google for enterprise AI, infrastructure deployment
Article excerpt
The telecommunications company plans to deploy Gemini Enterprise and Google’s data infrastructure as it makes AI central to the customer experience. Verizon has been eyeing AI as a part of its strategy to focus on customer experience and retain users following net losses in 2024 and 2025. Despite increased customer churn during those years, its mobile and broadband service revenue reached about $23.4 billion in Q2 2026, a 2.8% increase year-over-year, according to the company’s most recent earnings report. Telecom operators are facing similar challenges to other tech verticals: data traffic continues to rise, networks require continued investment and traditional connectivity revenues are growing too slowly to absorb the pressure, according to PwC research from July. The company is actively investing in AI infrastructure, including deploying fiber at scale, a decades-long project essential for the internet that has also been crucial for hyperscalers’ ability to connect compute, CFO Tony Skiadas said during the Q2 earnings call. AI infrastructure represents an opportunity for Verizon, with a new, long-term revenue stream that the company expects will ramp up in the coming years, he said. “The build-out of AI infrastructure across the United States is one of the largest capital cycles of our lifetime, and Verizon is uniquely positioned to participate in it,” CEO Dan Schulman...
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Extracted from this sentence
With Google Cloud’s enterprise capabilities, Verizon is targeting several areas for AI implementation through the partnership.
