After AWS in the spring, it's Google Cloud's turn to host GPT models. OpenAI is now present at the top three cloud providers, less than six months after Microsoft's exclusivity ended.
OpenAI will make its models accessible to developers via Google Cloud, despite the rivalry between the two companies. The GPT models are due to arrive in the coming weeks in Google's Model Garden and in its Antigravity programming tool. With this agreement, OpenAI is distributed to the three main cloud infrastructure providers: less than six months earlier, the company had announced the end of Microsoft's exclusive license on its intellectual property, and Amazon had unveiled its intention to host its models the next day.
For OpenAI, the challenge is to reach more enterprise developers and grow a business that is still very much marked by ChatGPT and the general public, as it talks with investors based on a valuation of $1,400 billion and prepares for an IPO. Google Cloud, for its part, is having a good year: annualized revenue growth rose from about 63% in the first quarter to 82% in the second, compared to 37% for AWS and 42% for Microsoft over the same period. The two groups had already collaborated last year, when OpenAI began using Google's cloud to run ChatGPT and its API.
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