贝塔投资智库·2025-07-17 03:40Core Viewpoint - OpenAI is expanding its cloud infrastructure by partnering with Google, in addition to its existing relationships with Microsoft, CoreWeave, and Oracle, to meet the increasing demand for computational resources for its ChatGPT and related applications [1][2]. Group 1: OpenAI's Cloud Strategy - OpenAI has shifted from relying solely on Microsoft for cloud services to incorporating Google Cloud, indicating a growing need for computational power [1]. - The partnership with Google is beneficial for Google Cloud, which is smaller and newer compared to Amazon and Microsoft's cloud divisions [1]. - OpenAI has also signed a five-year cloud service agreement with CoreWeave valued at nearly $12 billion [2]. Group 2: Microsoft and OpenAI Relationship - Microsoft has agreed to provide OpenAI with priority purchasing rights for additional computational resources, rather than being the sole supplier [2]. - Microsoft retains exclusive rights to OpenAI's programming interface [2]. Group 3: Challenges Faced by OpenAI - OpenAI is facing capacity constraints in utilizing NVIDIA GPUs to drive its large language models [2].