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OpenAI Seals Google Cloud Deal in Shift Beyond Microsoft

It reflects OpenAI’s move to diversify infrastructure to support expanding AI deployments.

A Google logo is seen at a company research facility in Mountain View, California, U.S., May 13, 2025. REUTERS/Carlos Barria/File Photo
OpenAI logo is seen in this illustration taken May 20, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
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Overview

  • In May OpenAI finalized a deal to tap Google Cloud for additional AI compute capacity.
  • The partnership ends OpenAI’s exclusive reliance on Microsoft Azure after early Stargate and CoreWeave agreements.
  • Google Cloud will supply tensor processing units formerly reserved for internal use to accelerate model training and deployment.
  • OpenAI has hit a $10 billion annualized revenue run rate as demand for its AI offerings surges.
  • OpenAI is renegotiating its multibillion-dollar investment terms with Microsoft while advancing its first custom AI chip design.