Liberty Global (NASDAQ:LBTYA) has entered a five-year partnership with Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud.
The partnership will see the deployment of Google’s Gemini AI models and other cloud tools across Liberty Global’s European operations. The company, which serves around 80 million fixed and mobile connections across Europe, said the deal will enhance consumer offerings, including AI-driven search and discovery on Liberty Global’s Horizon TV platform, along with automated customer-service solutions.
The agreement also includes the provision of more Google products, such as Pixel phones, watches, and smart-home devices through Liberty’s operating units, which include Virgin Media O2 in the UK, Telenet in Belgium, VodafoneZiggo in the Netherlands, and Sunrise in Switzerland.
AI Demand Lifts Alphabet Growth Outlook
This deal comes at a time when Google’s parent company, Alphabet Inc., is experiencing a surge in AI-driven usage and advertising demand, which is expected to drive a potential revenue and profit beat. This momentum across Search and Cloud could reshape expectations for Alphabet’s growth trajectory in 2026. For the fourth quarter of 2025, Bank of America Securities analyst Justin Post kept the revenue estimate unchanged for Google Cloud.
Alphabet has also been strengthening its AI infrastructure, having expanded its partnership with Nvidia Corp. (NASDAQ:NVDA) to deploy Blackwell-based AI systems. This move allows Google Cloud to offer customers access to next-generation GPUs and rack-scale systems designed for highly demanding workloads.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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