OpenAI has officially added Google Cloud to its roster of cloud providers, marking a significant shift in its infrastructure strategy. The announcement, reflected in an updated listing on OpenAI’s website, signals a growing urgency to diversify compute capacity as demand for generative AI surges.
The inclusion of Google follows earlier multi-billion dollar partnerships with Microsoft Azure, Oracle, and CoreWeave, aimed at bolstering the backend for ChatGPT and related AI models. This deal, finalized in May 2025, adds fresh momentum to OpenAI’s strategy of infrastructure diversification after having long relied solely on Microsoft’s cloud services.
AI arms race drives infrastructure reshuffling
The AI boom has made access to high-performance computing the new battleground for dominance. With AI models becoming larger and more computationally intensive, players like OpenAI are increasingly spreading workloads across multiple hyperscalers. The latest agreement with Google marks a pragmatic move to ease reliance on a single provider and mitigate risk amid fierce competition.
The partnership also complements OpenAI’s ongoing collaboration with Oracle and SoftBank on its massive $500 billion Stargate data center program. Simultaneously, deals with CoreWeave offer further flexibility by tapping into purpose-built AI cloud infrastructure.
While OpenAI and Google were in talks for months, earlier contractual exclusivity with Microsoft had reportedly delayed formalization of the agreement. The partnership, now public, comes at a time when Big Tech players are racing to scale up infrastructure capable of supporting the next wave of artificial general intelligence (AGI) systems.
Implications for the ecosystem
OpenAI’s inclusion of Google Cloud reflects broader industry trends. As AI models grow increasingly sophisticated, dependency on a single infrastructure vendor is viewed as a risk to scalability and reliability. The move signals to enterprise customers and developers that even leading AI firms are prioritizing operational resilience in the face of exponential compute demand.
(This story was first covered by Reuters)
