Openai and Google have signed a surprise agreement in cloud computing infrastructure. The collaboration may surprise taking into account that they are two of the greatest giants of AI and their solutions compete face to face. But the need forces and aims to be beneficial for both.
The agreement that Reuters is informing would have been formalized last May after months of negotiations. And as we said, Mark a change in Openai’s strategy To diversify their computer resources beyond Microsoft Azure, which had been its exclusive cloud supplier until the beginning of this year.
The Microsoft Association with OpenAI is long term, dates back to 2019 and includes important investments of the Redmond firm. Last autumn was rumored that Chatgpt producer had begun to look for agreements with other data centers suppliers, citing the Need for more servers and higher computing level that what Microsoft could supply them.
OpenAi and Google
According to the new agreement, Google Cloud will provide Additional computational capacity to help OpenAi train and execute their AI models. The association, specified despite an intense rivalry in the space of AI between Openai and Google, shows how competitors sometimes form alliances when they are mutually beneficial.
The agreement with Google adds to the recent OpenAI efforts to expand its computer infrastructure, including the gigantic Stargate project valued at 500 billion dollars, with main firms involved such as Softbank and Oracle, and multimillionaire agreements with others such as Coreweave. OpenAI is also developing its first its own chip, which could reduce the dependence of external hardware suppliers such as NVIDIA.
Microsoft and OpenAi They are also negotiating the review of their investment conditions, including the future participation of Microsoft. The sources that informed Reuters, said that Google and Openai had negotiated the agreement for months, but that they had previously prevented them from signing it due to OpenAi’s exclusivity agreement with Microsoft.
For Google, the incorporation of OpenAI as a client demonstrates how the company has used its internal tensioning processing units (TPU) to expand its cloud business. These specialized chips, similar to some extent to NVIDIA GPUS to accelerate AI tasks, have helped Google attract customers, such as Apple and Anthropic.
Google Cloud, which generated 43,000 million dollars in sales, which represented 12% of Alphabet’s income in 2024, has positioned itself as a neutral supplier of computer resources. The strategy seeks to compete with Amazon and Microsoft as the preferred cloud supplier for AI startups with large computer needs. However, the sale of computer power to OpenAI is a great level leap through the competition between the two. A Win-Win?
