Group 1 - TD Cowen raised Google's (GOOGL.US) target price from $240 to $270 while maintaining a "Buy" rating based on its annual survey results in the generative AI (GenAI) public cloud sector [1] - Google Cloud Platform (GCP) showed robust performance in the survey but still lags behind market leaders Amazon AWS (94% awareness) and Microsoft Azure (93% awareness), with GCP's overall awareness at 80%, ranking third [1] - Among enterprise customers, GCP's awareness is highest at 88%, while other business groups range from 70% to 80% [1] Group 2 - In terms of new cloud service provider adoption, GCP ranks second, with approximately 44% of respondents planning to adopt GCP in the future, following Azure [1] - 38% of respondents expect to replace their current service provider with GCP, an increase from 36% last year, but still lower than Azure (72%) and AWS (67%) [1] - In the generative AI space, Google's Gemini model is the second most commonly used large language model (LLM) provider, with 54% of respondents selecting it as their GenAI tool's underlying model, up from 50% in the 2024 survey [1] Group 3 - OpenAI remains the leading provider with a 73% share, although this is down from 82% last year, indicating a trend towards diversification in the market [1] - Anthropic, which was not included in last year's survey, ranks third with a 35% share, while Meta Platforms (META.US) follows with its Llama model at 24% [2]