Google CEO Sundar Pichai says he is “very excited” to deliver Openai, the search for the biggest AI competitor of the giant, with cloud resources, to train and serve the company’s AI as part of a part of the partnership.
“Look at Openai, we are very excited about being able to work with them in Google Cloud,” said Pichai Google’s second quarter earnings call on Wednesday. “Google Cloud is an open platform, and we have a strong history to support large companies, startup companies, AI laboratories, etc. So we are very enthusiastic about our partnership there on the cloud side, and we look forward to investing more in this relationship and increasing it.”
The comment came shortly after analysts found Pichai and other Google leaders with questions about how AI would affect its core search business and why Google spends extra $ 10 billion in capital costs this year in the AI competition. For about two and a half years, Google has now shifted its focus on the development of leading AI models and products with Openai.
Chatgpt is a big threat to Google search, but Openai Deal marks a massive new customer for Google Cloud. It is a deceptive relationship with Google to navigate; Openai can ultimately use Google’s Pilvi infrastructure and chips to increase the company’s core search product.
Earlier this month, Openai Silently added to Google Cloud to a public supplier list that it uses cloud services alongside Microsoft and Oracle. Reuters announced earlier in June that Openai was considering tapping Google Cloud extra power.
In particular, Google Cloud’s income rose to $ 13.6 billion in the second quarter of 2025, compared with $ 10.3 billion in the same quarter. Google defines a significant part of the growth on the Google Cloud platform and other products it offers to AI. Google Cloud is still a small company in relation to Google search, but it seems to grow during the AI.
Several large AI laboratories have used Google Cloud as a cloud service partner, including Anthropinen, Ilya Sutskever’s safe superitelligence, Fei-FII Li’s World Labs and now Openai. In the earnings call, Pichai stated that the company has succeeded in winning contracts with large AI laboratories thanks to the large GPU chips and internal TPU chips in the house.
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Google Cloud looks like an intelligent partner to Open. Starting is very limited in NVIDIA for GPU, which it uses to train new AI models and serve them for hundreds of millions of users. These restrictions have been a The biggest excitement point Openi with the biggest supporter and the largest cloud service partner MicrosoftForces the chatgpt manufacturer to turn to his competitors in the cloud market.
In front of AI products, Google seems to be doing better than originally expected. According to the company, AI chatbot, Gemini, now reaches 450 million monthly active users, and AI’s an AI audience will reach 2 billion monthly active users. However, the company around these products is still unclear, as is the proportion of surveys conducted by Google search.
It’s hard to imagine that Pichai is really enthusiastic about working with openai, with a company that represents the greatest threat that a Google search has ever faced. The partnership resembles Google’s contract with Yahoo decades ago when it was just a start -up and used Yahoo’s website as accelerates to overtake it to the front door of the Internet. How a lasting Openai relationship to Google is still visible.
