Google Cloud has 11 percent of the cloud infrastructure market, trailing AWS and Microsoft Azure. But that hasn't stopped 150 organizations — including Microsoft's Azure, Amazon's AWS, Salesforce, SAP, and ServiceNow — from adopting Google's agent-to-agent communication protocol, called A2A, for production workloads, according to The Next Web. In other words: the company's third-place position in cloud is suddenly beside the point. Google's becoming the switchboard for AI agents — software that autonomously plans and executes tasks — that were never supposed to need it.
Travel is the proof of concept. At its Cloud Next conference in Las Vegas this week, Google showed off production deployments as evidence that its agentic AI platform, recently rebranded from Vertex AI to Gemini Enterprise Agent Platform, can handle real enterprise transactions. The pitch is that AI capable of managing complex, multi-step decisions can handle one of travel's highest-stakes purchases: a cruise booking, which sits among the most complex consumer transactions in the industry. Prove it there, the thinking goes, and you have a credible argument for any vertical.
The more consequential leverage is what Google knows about the traveler before the booking happens. Online travel agencies only know where the transaction ended. Google knows what the traveler was searching before they decided. That asymmetry — search intent versus transaction location — is what Google is using to reposition itself from infrastructure provider to transaction controller.
The numbers are real. Eighty-nine percent of business teams are already running AI agents, with the average organization running 12 of them, according to The Next Web. Radisson Hotel Group uses Gemini to personalize advertising across more than 30 languages; the company now creates ad copy in a few hours that previously took up to eight weeks, and reports a 35 percent increase in return on ad spend and a 50 percent lift in media team productivity. Loveholidays, a UK-based online travel agency, deployed a self-service AI agent that resolves 55 percent of customer questions in under a minute without human intervention, according to a Google Cloud blog post. Google Cloud itself exited the fourth quarter of 2025 growing faster than either AWS or Microsoft Azure, at 50 percent year-on-year, according to The Next Web. Still third in overall cloud market share, but closing.
The counterforce is the gap between announcement and live deployment. Rovey, the Virgin Voyages cruise booking assistant, is coming soon to VirginVoyages.com — not live today, according to a joint press release. The Radisson results are drawn from a case study published in April 2024, one year old. The Loveholidays deployment is cited in a Google blog post from June 2025. No independent analyst has yet assessed whether Google's travel agentic wins are translating into durable cloud revenue or are primarily marketing collateral for a platform still finding its production footing.
What Google is selling is the idea that enterprises should stop thinking of AI deployment as a cost center and start thinking of it as a revenue layer — one the vendor sits inside of. Travel, with its high ticket prices, complex multi-step decisions, and rich behavioral data, is the proof of concept. Whether that model transfers to the rest of enterprise spending is the open question. And whether the A2A adoption figure represents genuine cross-platform interoperability or a vendor-neutral interoperability demo that remains isolated to Google-connected environments is the question worth watching next.