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Positive collaboration expands GOOG's Gemini Enterprise offerings and strengthens cloud security moat, potentially boosting enterprise AI security demand and cloud bookings.
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Thales and Google Cloud expanded collaboration to bolster security and governance for AI workflows on Gemini Enterprise. The integration of Thales AI Security Fabric with Gemini Enterprise will provide protection, visibility, and policy enforcement across interactions among users, agents, and models. This joint offering could boost enterprise demand for Google Cloud's AI-security tools and strengthen GOOG's position in AI governance solutions.
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