Adobe and Google Cloud Head to Vegas

If you’ve never visited Las Vegas, this week might be the time. Adobe and Google Cloud are both having big shows there this week, with Adobe kicking off its customer summit tomorrow and running through Wednesday. Google Cloud Next, conveniently, starts Wednesday and runs through Friday. Come for one, stay for both!

The two companies might be in pretty different moods, however. Adobe is in the camp of enterprise software firms pummeled by worries about AI. Its stock has fallen 30% so far this year, and sentiment likely hasn’t been helped by longtime CEO Shantanu Narayen’s decision to leave, raising questions about who will succeed him. But the real issue weighing on Adobe is competition from new AI tools.