Hua Er Jie Jian Wen·2025-07-17 00:45Core Insights - OpenAI has officially added Google Cloud to its list of suppliers, marking a significant step in diversifying its computing resources and reducing reliance on long-time partner Microsoft [1] - The partnership aims to meet OpenAI's increasing demand for computing power and is expected to provide a substantial boost to Google Cloud's business, enhancing its competitive position against Amazon AWS and Microsoft Azure [1][2] - OpenAI's strategy of diversifying its suppliers is seen as a way to strengthen its bargaining power and mitigate supply chain risks [1] Supplier Diversification Strategy - OpenAI's supplier diversification strategy has been in the works for some time, including a $500 billion Stargate infrastructure project with SoftBank and Oracle, and a nearly $12 billion cloud services agreement with CoreWeave [2] - Discussions between Google and OpenAI took several months, initially hindered by OpenAI's exclusive agreement with Microsoft, which changed in January when Microsoft shifted to a priority supply model [2][3] - Google Cloud infrastructure will support ChatGPT and its API in regions including the United States, Japan, the Netherlands, Norway, and the United Kingdom [2] Evolution of Relationship with Microsoft - Microsoft was previously OpenAI's exclusive data center infrastructure provider until a significant change in their relationship occurred in January [3] - Microsoft agreed to transition from an exclusive supplier model to a priority supply model, allowing OpenAI to seek additional computing resources from other suppliers [3] - Despite the changes, Microsoft retains exclusive rights to OpenAI's programming interface, indicating a complex and evolving relationship between the two companies [3]