It’s almost like Hobbs and Shaw—two heavyweights putting rivalry aside and teaming up against a common enemy: computing power. According to a June 10 Reuters report, OpenAI plans to add Alphabet’s Google Cloud service to its list of compute providers. The cloud support will assist OpenAI in training its AI models and meeting the massive computational demands for its jobs, sources told Reuters. The move raised eyebrows from analysts, given the two companies’ competition. “Ultimately, we view this as a big win for Google’s cloud unit, but...there are continued worries that ChatGPT is becoming an incrementally larger threat to Google’s search dominance,” Scotiabank examiners wrote in a Tuesday note. Compete, compute. In addition to search, both companies compete as AI builders. Alphabet’s Google DeepMind lab has created models like Gemini 2.5, while OpenAI has introduced recent LLMs like OpenAI o3 and o4-mini. How much compute power can Google provide?—BH |