OpenAI taps Google Cloud to access much-needed GPUs for ChatGPT – SiliconANGLE
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OpenAI is getting some much-needed cloud infrastructure love from Google Cloud, and has added the company to its official list of artificial intelligence hardware suppliers.
The AI industry leader has recently admitted that it has been struggling to procure enough cloud infrastructure capacity to run its popular chatbot assistant ChatGPT and other large language models, and Google Cloud has now stepped up to assist it.
The deal, first reported today by Reuters, underscores how OpenAI’s relationship with Microsoft Corp. has evolved lately. Previously, OpenAI relied exclusively on Microsoft’s Azure cloud platform to access the essential graphics processing units needed to run its AI models, but increased competition between the two companies has encouraged it to seek additional allies.
Last year, Microsoft said it sees OpenAI as a competitor, even though it remains one of the ChatGPT maker’s largest financial backers, having invested billions of dollars into it in the last couple of years. That’s because Microsoft sells its own AI services for consumers and tools for developers that compete directly with many of OpenAI’s offerings.
Meanwhile, OpenAI has been searching for additional cloud computing capacity, with its demands apparently going beyond what Microsoft can supply to it. As such, it says Google Cloud has been added to a list that includes Microsoft, Oracle Corp. and CoreWeave Inc.
No doubt, Google Cloud will see the announcement as a significant win for its cloud infrastructure business, which is significantly smaller than Amazon Web Services and Microsoft Azure. It too is a competitor to OpenAI, with its Gemini AI assistant widely seen as a direct alternative to ChatGPT, yet it’s also hungry to win more AI business, having previously become the key cloud supplier of Anthropic PBC.
OpenAI is clearly looking to spread its bets. Last year, it revealed it’s also using the Oracle Cloud Infrastructure platform to access additional GPUs. That announcement came shortly after Oracle said it was partnering with Microsoft to run the Azure AI platform on its cloud, specifically to support OpenAI. The two companies then visited the White House, where they announced they were participating in U.S. President Donal Trump’s Stargate initiative, which aims to build more than $500 billion worth of AI data centers in the country in the next five years.
In March, OpenAI went further and announced a $12 billion, five-year deal to access GPU resources from CoreWeave, which operates a fast-growing network of data centers that are dedicated to powering third-party AI systems.
But even that deal was not enough. One month later, OpenAI Chief Executive Sam Altman said in a post on X that the company needs yet more cloud capacity: “If anyone has GPU capacity in 100k chunks we can get asap please call!” he wrote.
These developments came after Microsoft revealed in January that it had reached an agreement with OpenAI that it will no longer be its exclusive cloud provider, but will still have the first option anytime its partner requires additional GPU capacity. The company still has exclusive rights to OpenAI’s application programming interfaces, though, so any developers looking to integrate its models in their own apps must run them on Azure.
According to OpenAI, it’s planning to run some of its AI workloads on Google Cloud’s infrastructure in the U.S., the U.K., the Netherlands, Norway and Japan.
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