Google’s CEO Sundar Pichai said he feels “very excited” about supplying OpenAI with cloud computing resources, marking a striking shift in the AI landscape. During Google’s recent second-quarter earnings call, he acknowledged the new strategic partnership that might raise eyebrows—but offers clear benefits.
Pichai highlighted the open nature of Google Cloud and emphasized its track record of serving diverse companies, from startups to AI research labs. He expressed enthusiasm about the growing collaboration with OpenAI, indicating confidence that this relationship will expand and deepen over time.
This move comes at a crucial moment. Google added around $10 billion in cloud-related capital investments this year to strengthen its AI and infrastructure capabilities. Meanwhile, ChatGPT continues to pressure Google’s flagship search business. By welcoming a competitor like OpenAI onto its cloud platform, Google reveals both strategic boldness and business pragmatism.
Analysts noted that Google Cloud’s Q2 2025 revenue rose to $13.6 billion, up from $10.3 billion the previous year, with much of that growth fueled by AI partnerships. OpenAI joins a growing list of major AI labs using Google Cloud infrastructure, including Anthropic, Safe Superintelligence, and World Labs. Pichai pointed to Google’s extensive inventory of Nvidia GPUs and custom TPU chips as a key reason why AI projects choose the platform.
For OpenAI, this partnership eases pressure from dependency on Microsoft Azure. As GPU demand grows sky-high, OpenAI is diversifying its cloud suppliers to ensure both capacity and flexibility. Meanwhile, Google positions itself as a critical infrastructure partner in the AI ecosystem—even while competes directly in AI development and search.
The relationship echoes the early days when Google and Yahoo had a cloud-powered collaboration that reshaped the internet. Only time will tell if this latest alliance will redefine how rivals cooperate in the AI era.
