OpenAI plans to add Alphabet's Google cloud service to meet its growing needs for computing capacity, three sources told Reuters, marking a surprising collaboration between two prominent competitors in the artificial intelligence sector.

For Google, this is a huge credibility boost. OpenAI joins the ranks of high-profile clients like Anthropic and Apple who also rely on Google’s data centers. It further positions Google Cloud as a serious contender in the battle for AI infrastructure dominance, thanks to its high-performance TPUs and deep engineering resources.

The deal underscores how massive computing demands to train and deploy AI models are reshaping the competitive dynamics in the sector.