If Thomas Kurian wants to succeed in his new job as Google Cloud CEO, he needs to make some radical moves. For instance, he could make a major acquisition of an enterprise tech firm to plug some of the gaps in Google’s product mix that have prevented big companies from taking it seriously.

I’m predicting that’s what Mr. Kurian will do when he takes the reins of Google Cloud next month from Diane Greene. My bet is Google buys either Nutanix, a deal likely to cost about $9 billion, or ServiceNow, which could cost closer to $40 billion. The former would give Google a way to package its cloud services more easily for use in private data centers, while the latter would give it a tool for automating the setup of computing services.