Google gets unexpected boost from ChatGPT | Official Website of Louis Velazquez, entrepreneur, finance guy and tech innovator

For all the noise in AI, Google’s (GOOGL) is looking to play a much quieter game.

The tech juggernaut is focusing on scale, speed, and systems few see coming.

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Though the world watches chatbots and model wars, something a lot deeper is taking shape behind the scenes.

This week, a subtle shift in how ChatGPT operates positions Google closer to the center of the AI action.

It might not be loud or flashy, but if you know what to look for, it’s a move that could potentially reshape the field.

Google edges into the ChatGPT conversation with a quiet cloud move.

Image source&colon; Justin Sullivan/Getty Images

Google quietly builds AI cloud firepower, and it’s starting to show

Though its competition chases headlines, Google has been quietly racking up wins in the AI infrastructure game.

Over the past three years, we’ve seen its global cloud market share climb from under 10% to roughly 12%.

Though it’s still behind Amazon Web Services’ 32% and Microsoft’s 23%, it’s gaining fast. That bump helped drive a 28% gain in Google Cloud sales to $12.3 billion in Q1 2025, which is one of the tech giant’s biggest growth engines.

At the heart of Google’s push are its custom Tensor Processing Units (TPUs), which are tailor-made to push deep-learning workloads.

Google has shelled out billions into data centers, liquid cooling rigs, and AI-specific hardware to cater to the crushing demand for scalable AI compute.

Perhaps Google’s biggest edge is in its unmatched access to real-world data, from Search, Maps, YouTube, and Ads, giving it a vast training ground for next-gen models.

Layer that up with tools like Vertex AI and pre-trained libraries, and developers can build and deploy a lot quicker and with less friction.

That matters a ton where OpenAI’s ChatGPT has become the gold standard of AI performance.

With north of 800 million weekly users and billions of real-time prompts, any lag becomes news. Naturally, every cloud provider wants a piece of that load.

Looking ahead, with global cloud spend heading towards $723 billion this year, Google’s infrastructure stack looks increasingly competitive.

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Its blend of custom chips, open-source AI tools, and strategic pricing is starting to shape the race.

Google joins the ChatGPT cloud club, and that changes the AI playbook

Google just landed a massive win in the AI infrastructure wars.

ChatGPT maker OpenAI revealed it is using Google Cloud as one of its key providers, joining an illustrious list that already includes Microsoft, Oracle, and Nvidia-backed CoreWeave.

It’s a huge shift for OpenAI, which once relied mostly on Microsoft for its compute power.

That exclusivity is gone, and with OpenAI diversifying, Google has stepped up to the challenge.

The move comes as OpenAI looks to ramp up compute capacity to meet rising demand for ChatGPT and its APIs.

Google’s infrastructure will now support OpenAI in countries like the U.S., the UK, Japan, the Netherlands, and Norway.

By efficiently spreading its workloads across multiple vendors, OpenAI avoids over-dependence on any one player.

It also gains pricing leverage and access to emerging chips, including Google’s custom TPUs, reducing reliance on Nvidia’s costly GPUs.

It’s a smart hedge, giving Google a foot in the door at a time when every major cloud provider is battling it out to be the go-to backbone for AI.

Google already partners with Anthropic, though an OpenAI rival, and runs its own Gemini AI models. So this new deal complicates things with regard to resources, which will be split across AI customers.

For Google, it’s a major step toward narrowing the gap between AWS and Microsoft in terms of building cloud dominance. For OpenAI, it’s another step toward resiliency.

And for the AI race? It just got more layered and interesting.