OpenAI set to add Google Cloud services as it looks to meet computing capacity needs

• OpenAI brings Google Cloud on board for cloud computing infrastructure
• Microsoft is no longer OpenAI's sole provider after a shakeup
• Google shares are up, Microsoft shares down

Despite having a long history with Microsoft, OpenAI is believed to have signed a deal with Google Cloud to help it meet rising demands for cloud computing services.

Reuters reports the deal was finalized in May 2025 after months of negotiating, citing an unnamed source familiar with the matter.

The finer details of its Google Cloud deal are unknown, but the move reflects OpenAI's effort to reduce its reliance on a single vendor – in this case, Microsoft – having recently announced its own $500 billion Stargate Project earlier in 2025.

OpenAI agreement with Google Cloud

Although Microsoft has fuelled much of OpenAI's growth with cloud infrastructure throughout a period of rapid expansion, the company stopped being its ...