Stock Markets May 28, 2026 07:03 AM

EQT and Google Cloud Team Up to Fast-Track AI Adoption Across 300+ Portfolio Companies

Deal grants EQT-backed firms access to Gemini tools, cybersecurity offerings and Google’s partner network as demand for AI deployment experts climbs

By Nina Shah GOOGL BX TPG

EQT has entered into a partnership with Google Cloud to help more than 300 companies in its portfolio accelerate AI deployment. The agreement provides access to the Gemini Enterprise Agent platform, cybersecurity services, early access to select future Google Cloud AI products, and collaboration with Google engineers and the cloud provider’s partner network.

EQT and Google Cloud Team Up to Fast-Track AI Adoption Across 300+ Portfolio Companies
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Key Points

  • EQT will enable over 300 portfolio companies to adopt Google Cloud AI tools, including the Gemini Enterprise Agent platform and cybersecurity services.
  • Google engineers will work alongside EQT’s approximately 85-person AI transformation team, and EQT firms will access Google Cloud’s partner network of more than 330,000 specialists from consultancies such as Accenture, Deloitte and KPMG.
  • Similar AI deployment deals were struck by Google Cloud in April with Vista Equity Partners and Thoma Bravo; Blackstone and TPG are pursuing separate distribution partnerships with OpenAI and Anthropic.

NEW YORK, May 28 - EQT has signed a partnership with Alphabet’s Google Cloud to accelerate AI adoption across more than 300 companies in the Swedish private equity firm’s portfolio, the two firms said on Thursday.

Under the agreement, portfolio companies spanning sectors including enterprise software and healthcare will be able to use Google Cloud AI resources such as the Gemini Enterprise Agent platform to develop and run applications, in addition to tapping into cybersecurity services. The companies will also receive early access to selected Google Cloud AI products in the future, according to the statement.

The arrangement pairs Google Cloud engineers with EQT’s in-house AI transformation team, which numbers about 85 people. EQT and its portfolio companies will also be able to work with Google Cloud’s partner ecosystem, a network the statement described as containing more than 330,000 specialists from consultancies including Accenture, Deloitte and KPMG.

Bert Janssens, co-head of private capital in Europe and North America at EQT, said the collaboration would help "management teams future-proof their businesses and be more competitive in an increasingly AI-driven economy".

Demand for engineers and consultants who can deploy, customise and integrate AI technologies has risen sharply as companies move to embed AI into operations, the companies noted. The deal is consistent with a broader pattern of cloud providers and private capital firms partnering to scale AI adoption and expand customer reach for AI developers.

Google Cloud reached similar AI deployment agreements in April with software-focused investors Vista Equity Partners and Thoma Bravo. Those deals also give software businesses within the investors’ portfolios an opportunity to list and sell products on Google Cloud’s online store for other enterprises.

Separately, other large private markets investors are pursuing related distribution arrangements. The companies said that Blackstone and TPG are working with OpenAI and Anthropic, respectively, to distribute those firms’ products to a wider set of organisations.


What the agreement includes

  • Access to Gemini Enterprise Agent platform and cybersecurity services.
  • Early access to selected future Google Cloud AI products.
  • Direct collaboration between Google engineers and EQT’s 85-person AI transformation team.
  • Access to Google Cloud’s partner network of more than 330,000 specialists from major consultancies.

The companies emphasized that partnerships of this type serve dual functions: they help portfolio businesses move faster on AI-enabled initiatives and they allow AI developers to broaden their customer base. The firms noted the increasing need for skilled practitioners who can implement and tailor AI solutions as corporate demand grows.

Risks

  • A surge in demand for engineers and consultants capable of deploying and customising AI could create capacity constraints that slow implementation - this affects companies in enterprise software, healthcare and other sectors rolling out AI solutions.
  • Competition among cloud and AI providers and their private equity partners may intensify, potentially complicating choices for portfolio companies and limiting the reach of any single provider - this impacts technology vendors and consulting firms.
  • Timing and availability of selected future Google Cloud AI products are described as "early access" in the agreement, which introduces uncertainty about when specific capabilities will be available to EQT portfolio companies - this uncertainty matters for firms planning roadmaps tied to those products.

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