Google CEO Sundar Pichai says he’s “very excited” about partnering with OpenAI to provide cloud infrastructure, despite OpenAI being Google’s biggest AI rival. The deal boosts Google Cloud’s momentum, with Q2 revenue hitting $13.6B, up from $10.3B last year. While OpenAI threatens Google Search, GPU shortages pushed it to diversify beyond Microsoft and use Google’s powerful chips. Analysts remain skeptical, as this uneasy alliance could help OpenAI outpace Google in AI. Still, Google is betting big on cloud and AI, with products like Gemini reaching millions and aiming to win over more AI labs with its infrastructure edge.
Credit: TechCrunch
