Might not be good for Gemini long term if Anthropic and OpenAI can and will sell in every cloud provider they can find but businesses can only use Gemini via Google Cloud.
Except Gemini might end up being far cheaper per token due to the infrastructure advantage
How is it good for Gemini that it's not available on two out of three major cloud platforms?
Good for Google Cloud, bad for Gemini = ??? for Google