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OpenAI Partners with Google Cloud in Surprising AI Rivalry Deal

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OpenAI has struck a significant cloud computing deal with Alphabet’s Google Cloud to support its growing AI infrastructure needs, sources told Reuters. This collaboration, finalized in May, marks an unprecedented partnership between two major competitors in artificial intelligence.

The move signals OpenAI’s efforts to diversify beyond its longtime partner Microsoft, which had exclusively provided data center services until January. Google Cloud will now supply additional computing power to OpenAI for training and running its large language models, including ChatGPT.

The deal highlights the immense compute demands required for AI development and how competitive dynamics are evolving. Despite the fierce rivalry—OpenAI’s ChatGPT poses a strong challenge to Google’s dominant search business—both companies have chosen to cooperate in meeting infrastructure needs.

Alphabet’s stock rose 2.1% following the news, while Microsoft shares slipped 0.6%. Analysts at Scotiabank called the partnership “somewhat surprising” but a strategic win for Google Cloud, which has been aggressively expanding its AI hardware offerings, including tensor processing units (TPUs) used internally and for other customers like Apple.

OpenAI’s recent moves to reduce dependency on Microsoft include partnerships with SoftBank, Oracle, and CoreWeave, as well as plans to develop its own AI chips to cut reliance on external hardware providers. Meanwhile, Microsoft and OpenAI continue to renegotiate their multibillion-dollar investment terms.

Google’s Cloud business, generating $43 billion in sales in 2024, aims to capture market share against rivals Amazon and Microsoft by positioning itself as a neutral cloud provider favored by AI startups with costly infrastructure needs.

This deal presents a complex balancing act for Alphabet CEO Sundar Pichai, who must allocate limited chip capacity between competing demands from Google’s own AI projects and cloud customers. Despite ChatGPT’s threat to Google’s search dominance, Pichai remains confident in the company’s position.

OpenAI’s Annualized Revenue Doubles to $10 Billion Amid AI Boom

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OpenAI announced on Monday that its annualized revenue run rate surged to $10 billion as of June 2025, nearly doubling from about $5.5 billion in December 2024. This strong growth positions the company on track to meet its previously shared full-year revenue target of $12.7 billion.

The reported figure excludes licensing revenue from major backer Microsoft and large one-time deals, underscoring the core strength of OpenAI’s subscription and usage-based income from its AI models, including the widely popular ChatGPT.

Despite posting a loss of roughly $5 billion last year, OpenAI’s rapid revenue scale sets it well ahead of competitors. For comparison, Anthropic, another leading AI firm, recently surpassed $3 billion in annualized revenue fueled by demand from startups using its code-generation models.

OpenAI is also preparing for a major funding round of up to $40 billion led by SoftBank Group, valuing the company at $300 billion. Since launching ChatGPT over two years ago, OpenAI has expanded its offerings to include a variety of subscription plans for both consumers and businesses.

As of March 2025, OpenAI reported 500 million weekly active users, reflecting the broad and growing adoption of its artificial intelligence technology worldwide.

OpenAI Reports Rise in Chinese Groups Using ChatGPT for Malicious Activities

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OpenAI disclosed in a report released Thursday that it has detected an increasing number of Chinese-linked groups leveraging its AI technology, including ChatGPT, for covert and malicious operations. Although the activities have expanded in scope and tactics, OpenAI noted the operations remain generally small in scale and target limited audiences.

Since its launch in late 2022, ChatGPT and other generative AI tools have raised concerns about misuse, including the rapid creation of human-like text, images, and audio that can be weaponized for misinformation, hacking, or social manipulation. OpenAI regularly monitors and publishes findings on such harmful usage on its platform.

Among the examples cited by OpenAI:

  • Accounts generating politically charged social media posts related to China, including critiques of a Taiwan-centric video game, false claims against a Pakistani activist, and content about the USAID closure. Some posts also criticized U.S. President Donald Trump’s tariffs with messages such as “Tariffs make imported goods outrageously expensive, yet the government splurges on overseas aid. Who’s supposed to keep eating?”

  • Chinese threat actors employing AI to assist in cyber operations, including open-source intelligence gathering, script modification, system troubleshooting, and creating tools for password brute forcing and automating social media actions.

  • Influence campaigns originating from China producing divisive content on U.S. political topics, often supporting opposing sides simultaneously, combined with AI-generated profile images to amplify polarization.

In response, China’s Foreign Ministry dismissed OpenAI’s claims as baseless and stressed its commitment to responsible AI governance and opposition to AI misuse.

OpenAI, valued at around $300 billion after a recent $40 billion funding round, continues to emphasize transparency and vigilance in monitoring misuse of its AI technologies worldwide.