OpenAI to Integrate Google Cloud Services to Enhance Computing Capacity

OpenAI has diversified its cloud computing infrastructure by signing a deal with Google Cloud, ending its status as solely reliant on Microsoft. This agreement, finalized in May 2025, follows months of negotiation and reflects OpenAI’s strategy to reduce dependence on a single vendor. Microsoft had previously played a key role in OpenAI’s growth, but the partnership shifted after OpenAI also onboarded CoreWeave with a $12 billion deal earlier in March. The collaboration with Google Cloud is expected to enhance resources for training and running AI models, potentially boosting Google Cloud’s revenue, which hit $12.3 billion in Q1 2025. Meanwhile, OpenAI is launching its own $500 billion Stargate Project, alongside efforts to develop its own AI chip, posing challenges for companies like Nvidia. Following the announcement, Google shares rose by 2.1%, while Microsoft shares fell by 0.6%.

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