While there was a fierce competition in the field of artificial intelligence, an unexpected rapprochement took place between the two giant names of the sector. OpenAI is preparing to use the Google Cloud infrastructure to meet the increasing need for processing power. This development was met with surprise in technology circles. In recent years, Google and OpenAI have been seen as strict competitors especially in artificial intelligence -based products.
According to Reuters, this cooperation has been discussing behind closed doors for a while. At the end of the negotiations of the parties for several months, OpenAI’s transition to Google Cloud infrastructure was decided. It is not yet known when and when this transition will be done on a scale. However, in the first place, high -density artificial intelligence models are planned to be operated in Google data centers.
OpenAI activates alternatives without breaking the ties with Microsoft
Until the end of 2024, OpenAI used only Microsoft Azure. Sam Altman, CEO of the company, said in a statement in January that the inadequate calculation power was directly effective in the slowdown of product development processes. Shortly after this statement, OpenAI began negotiations with different cloud providers. The about $ 12 billion agreement with Coreweave in March was the first concrete step of this transformation.
Relationships with Microsoft are not completely broken. OpenAI still continues to benefit from the Azure infrastructure. However, new negotiations between the parties show that the conditions of partnership are being reshaped. These negotiations seem to be likely to affect Microsoft’s stock structure.
For Google, this development means a new opportunity. The fact that ChatGPT was directly competing with the Google search engine has been confronting two companies for a long time. However, it is noteworthy that Google Cloud adds a large customer to his portfolio like OpenAI. Google Cloud, which earned 43 billion dollars in 2024, is expected to increase its income further with this agreement.
But there is another side. Google Cloud was criticized for not responding to some customers’ demands in a timely manner. The integration of a customer that requires high processing power such as OpenAI into the system may increase the infrastructure pressure. It remains unclear how Google will manage this burden and how to apply priority to existing customers.
On the OpenAI side, the growth continues without slowing down. As of June 2025, the company predicts that it will reach an annual income level of $ 10 billion. The year -end target is announced as $ 12 billion. Especially thanks to new subscription models and corporate customers, it is stated that it can easily reach this goal.
This growth necessitates the simultaneous strengthening of the technical infrastructure. That is why OpenAI’s turning to alternatives such as Google and Coreweave, rather than just a provider, is seen as a strategic step. Although the ties with Microsoft are not completely detached, it is clear that the company is trying to move into a more flexible and multi -welded architecture. In addition, this development can make Google Cloud’s position more powerful in the artificial intelligence market.