OpenAI has entered into an agreement with Alphabet, the parent company of Google — to provide access to the Google Cloud infrastructure. This is reported by Reuters, citing sources familiar with the details of the transaction.
According to the publication, negotiations were conducted for several months and ended with the signing of the agreement in May 2025. The main reason for the collaboration is called the rapidly growing needs of OpenAI in computing resources necessary for the development and scaling of new models of artificial intelligence.
This agreement is an important step in diversifying the infrastructure dependence of OpenAI, which previously relied mainly on the capacity of Microsoft Azure, a partner that has invested billions of dollars in the development of OpenAI. Now, by connecting to the Google Cloud ecosystem, the company has access to alternative sources of high-performance computing, including specialized TPUs (tensor processors) developed by Google for AI tasks.
Analysts at Canadian bank Scotiabank told Reuters that the agreement demonstrates the willingness of the two competing tech giants to temporarily postpone the rivalry in order to meet the huge demand for AI infrastructure. "This decision highlights how important and limited computing resources have become for the industry," the bank said in its report.
Experts also believe that this partnership strengthens the position of the Google Cloud division against the background of increasing competition with Amazon Web Services and Microsoft Azure. For Google, the deal with OpenAI can be a significant confirmation of the technological maturity and attractiveness of their cloud solutions in the market of corporate AI products.
Despite the fact that Google and OpenAI were previously seen as direct competitors in the race for leadership in the field of generative AI, the agreement reached was, according to some analysts, "unexpected, but strategically justified."
At the time of publication, both companies declined to comment officially on the terms and financial parameters of the deal.
