OpenAI brings GPT models to Google Cloud platform

OpenAI’s models will soon reach developers on all three of the top cloud platforms, changing where enterprise AI is bought and who captures the spending. For BlockWest readers tracking AI valuations and the IPO plans behind them, distribution beyond Microsoft is now a central test.

• OpenAI’s GPT products arrive in Google Cloud’s model garden and Antigravity coding tool in the coming weeks.
• Google Cloud’s annualized revenue growth accelerated to about 82% in the second quarter from 63% in the first.
• Amazon, Microsoft and Google all report quarterly results in the week beginning Monday, October 26.

• 82% Google Cloud annualized growth in Q2, versus 63% in Q1
• 42% Microsoft cloud growth in second quarter, versus Google’s 82%
• 37% Amazon cloud growth in second quarter, slowest of the three majors
• $1.4T valuation OpenAI is pitching to investors while targeting an IPO

OpenAI will offer its AI models to developers through Google’s cloud, CNBC reported on Wednesday (October 21). The models are due on the platform in the coming weeks, and all three major cloud providers report results in the week beginning Monday, October 26. The arrangement follows years of rivalry between the two companies.

OpenAI’s GPT models head to Google’s model garden and Antigravity

Google will bring OpenAI’s GPT products to its cloud’s model garden and to its Antigravity coding tool. The addition puts OpenAI’s models on all three of the top cloud infrastructure providers. For OpenAI, the effort reflects a push to widen distribution among enterprise developers as it builds a business beyond its consumer roots.

OpenAI framed the move 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,” the company said.

The sequence has moved quickly. Less than six months ago, OpenAI said Microsoft would no longer hold the exclusive license on its intellectual property. The day after that exclusivity ended, cloud leader Amazon unveiled plans to host OpenAI models.

Google and OpenAI have worked together before. Last year, the AI lab said it was using Google’s cloud to run ChatGPT and its application programming interface.

Google Cloud growth accelerated to about 82% in the second quarter

Google has been on a run in cloud computing this year. Annualized revenue growth in the segment accelerated to about 82% in the second quarter from 63% in the first, partly on strong demand for AI models and custom chips.

Amazon and Microsoft posted second-quarter cloud growth of 37% and 42%, respectively. Google’s rate was roughly double Microsoft’s and more than double Amazon’s.

Most business spending on AI goes to OpenAI and Anthropic, according to data from corporate card issuer Ramp. Some corporate IT departments have still integrated Google’s Gemini models into their systems. In September, Google announced its next-generation Gemini 4 Argon model.

CNBC video coverage describes Google as broadening access to Gemini 4 Argon in a bid to regain AI momentum.

OpenAI is courting investors at $1.4 trillion and targeting an IPO

OpenAI is courting investors at a $1.4 trillion valuation and is targeting an initial public offering. Enterprise reach matters to that case, since the company is trying to build revenue beyond ChatGPT’s consumer audience.

The two companies have a long history. OpenAI was founded in 2015 partly as a counterweight to the concentration of AI research at companies like Google. Two years later, Google employees submitted the influential Transformer academic paper that propelled AI, but it was OpenAI that helped bring the technology forward with ChatGPT.

The CNBC report includes no comment from Google, Amazon or Microsoft, so their views on the arrangement are not represented.

The BlockWest read. We read the deal as a hedge on both sides. OpenAI gains a third channel into enterprise budgets while it courts investors at $1.4 trillion, and Google sells a rival’s models beside Gemini so customers can choose. For cloud providers, the contest shifts from model exclusivity to who captures the workload spend, and the gap between 82% and 42% growth is the first measure of that.

The GPT rollout to Google’s model garden and Antigravity is due in the coming weeks, and Amazon, Microsoft and Google report results in the week beginning Monday, October 26. Whether Google’s growth holds near 82% against Microsoft’s 42% and Amazon’s 37% is the open question those reports will answer.

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