OpenAI strengthens independence: new strategic alliance with Google Cloud
By ForGeeks In the rapidly evolving world of artificial intelligence, OpenAI is making another strategic move. The company, known for its close, multi-year partnership with Microsoft, is expanding its partnership horizons with an agreement with Google Cloud. The move, confirmed by Reuters sources in May 2025, marks a new stage in OpenAI’s development and changes the balance of power in the cloud market.
Diversification Strategy
OpenAI is demonstrating a mature business policy by consciously reducing its dependence on a single cloud provider. Just a few months earlier, the company had already engaged CoreWeave in a $12 billion deal, and is now adding Google Cloud capacity to its arsenal. This approach allows OpenAI to maintain flexibility and a negotiating position, especially against the backdrop of Microsoft’s ambitious $500 billion Stargate project, announced for early 2025.
New Prospects for Google Cloud
The agreement represents a significant opportunity for Google’s cloud division. With revenue of $12.3 billion in the first quarter of 2025 (nearly 14% of Alphabet’s total revenue), Google Cloud gains a powerful strategic partner that can energize the growth of the business.
Market implications
Financial markets reacted instantly to the news, with Google shares rising 2.1%, while Microsoft shares lost 0.6% of their value. These fluctuations have reignited the competition between the tech giants for the title of the world’s most capitalized company.
What’s next?
- How will the dynamic between OpenAI and its longtime partner Microsoft change?”
- Will Google Cloud be able to provide stable performance under increased load?
- Will it affect the development of its own AI chips, which OpenAI is developing with SoftBank and Oracle?”
One thing’s for sure: The race between cloud technology and artificial intelligence is entering a new, even more intense phase.
The article OpenAI strengthens independence: new strategic alliance with Google Cloud was first published at ITZine.ru.
