As a government based person who has witnessed multiple states (not in the US) move all operations off GCP because Google doesnt address sovereign risk, local data and hosting privacy requirements,and contracts well at all, where Microsoft and AWS do, I doubt Gemini will have as large a dark horse moment as it could. Copilot Enterprise can span across similar domains, and whilst it is very expensive per user it has the benefit of having existing contracts in place which it can bolt in to.
Ooh good point.
Out of curiosity, have you compared the relative effectiveness of ChatGPT and Claude vs Copilot? Given your existing enterprise contract, does copilot have a monopoly on your AI usage due to its superior compliance?