Feng Huang Wang·2025-07-24 01:24Group 1 - OpenAI has partnered with Google Cloud to support ChatGPT, which is seen as a significant move given that OpenAI is a major competitor in the AI space [1] - Google Cloud's revenue surged to $13.6 billion in Q2, up from $10.3 billion year-over-year, largely attributed to partnerships with AI companies [2] - The collaboration with OpenAI is part of a broader strategy for Google to attract large AI labs, leveraging its supply of NVIDIA GPUs and proprietary TPU chips [2] Group 2 - OpenAI's decision to collaborate with Google Cloud is strategic, as it faces challenges in obtaining sufficient NVIDIA GPUs for training AI models [3] - The partnership with Google Cloud positions OpenAI to enhance its capabilities and service offerings to millions of users [3]