OpenAI is expanding its infrastructure by incorporating Google Cloud to support its popular AI assistant, ChatGPT. Initially reliant solely on Microsoft for cloud services, OpenAI now seeks additional computing power to meet soaring demand. This collaboration with Google enhances its supplier list, which includes Microsoft, CoreWeave, and Oracle. The move signifies a strategic advantage for Google, whose cloud division is less established compared to Amazon and Microsoft. Google’s infrastructure will operate across multiple countries, including the US, Japan, and the UK. Furthermore, OpenAI has forged partnerships with Oracle and CoreWeave to bolster its computing capabilities. Microsoft has adjusted its role from sole provider to one allowing OpenAI the right of first refusal for additional resources. This evolving relationship reflects the competitive landscape in AI development, with both companies vying for dominance in AI tools and subscriptions for businesses. OpenAI’s CEO, Sam Altman, has expressed urgent needs for additional GPU capacity.
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