Hua Er Jie Jian Wen·2025-06-12 03:49Group 1 - OpenAI has reached a significant partnership with Google Cloud, which is expected to accelerate Google Cloud's growth and signal Google's confidence in its long-term search position [1][2] - Google Cloud's annual revenue is nearing $50 billion, with a growth rate of 20% to 30% over the past two years, but it has not shown a dominant market share compared to AWS and Azure [2] - The collaboration may serve as a catalyst for Google Cloud's growth, especially as Google’s chip production capacity is expected to improve in the second half of the year [2] Group 2 - The partnership indicates Google's strong internal confidence in its core search business, countering concerns about potential threats from OpenAI's products like ChatGPT [3] - Analysts suggest that if Google were genuinely worried about its search business being threatened, it would not provide critical computing power to a potential competitor [3] - Meta's AI products are viewed as a more significant structural threat to Google's search business compared to OpenAI, although Meta still needs to prove its commercialization capabilities [3]