OpenAI is extending access to its models on Google's cloud, a distribution push aimed at enterprise developers as the ChatGPT maker looks beyond its consumer roots. As part of the launch, GPT models will appear in Google Cloud's model garden and will also be integrated into the Antigravity coding tool over the next few weeks.
As OpenAI put it in a blog post, "Google Cloud's longstanding investment in machine learning and AI has made it a destination for AI workloads and the developers and data scientists building them."
This step puts OpenAI models across all three major clouds, with Google's integration arriving over the coming weeks. Fewer than six months ago, OpenAI announced Microsoft would no longer have an exclusive license to its intellectual property, and the day after that lapsed, Amazon revealed plans to host OpenAI models.
Cloud momentum is the backdrop. Google's cloud unit saw annualized revenue growth reach roughly 82% during the second quarter, up from 63% in the first, driven by interest in AI models and purpose-built chips. Over the same stretch, Amazon and Microsoft recorded cloud growth of 37% and 42% in that sequence. The trio plans to report their quarterly results next week.
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Ramp's data shows most corporate AI spending flows to OpenAI and Anthropic, though certain IT groups have connected Google's Gemini models to their own systems. In September, Google announced its next generation Gemini 4 Argon model.
The companies have history: last year, OpenAI stated it was using Google's cloud to operate ChatGPT and its API. OpenAI, established in 2015 in part to counterbalance AI research concentrated at firms like Google, gained consumer traction with ChatGPT after Google employees' 2017 Transformer paper helped propel the field. OpenAI is now seeking investors at a $1.4 trillion valuation while aiming for an initial public offering.
For your portfolio, this is about distribution and demand. OpenAI broadens reach through another hyperscaler while Google readies sought-after GPT models for its catalog and developer tools. The bottom line: cloud growth - particularly Google's recent acceleration - is tied to AI appetite, and next week's earnings across the trio will show whether that pace holds.
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