OpenAI models are coming to Google Cloud

nsagent

Gotta love the disclaimer at the bottom: Microsoft remains OpenAI’s primary cloud partner.

AndrewKemendo

We need a new acronym Google, NVIDIA, OpenAI, MSFT… GNOM…oh wait no The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together” In my view this was more or less the political result of the White House summit So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension. Whether that’s good or not is a question of your worldview but I think that’s the strategy

bananzamba

How are they trusting Google not to destill them

123haw

Preparing for Oracle bankruptcy.

cubefox

Is this the begging of the end of Gemini?

open592

I don't understand all the wild speculation and question here - openai is selling a shit ton of inference through third parties. these third parties want to provide inference to their customers who use gcp (and don't want to also inference through bedrock or azure ai foundary. these are all zdr engagements and thus "enterprise" contracts. basically it boils down to - anthropic already provides inference direct through GCP, Azure, and AWS - so to compete openai is doing the same.

lemonish97

"OpenAI models will soon be available in the Gemini Agent" They definitely need to have a better name if they're going to use 3p models

AznHisoka

Does this mean OpenAI is going to use TPU now?

londons_explore

> Enterprises with Google Cloud spend commitments will be able to draw down their GCP commitments for these purchases. This is a fairly big move by Google... It means revenue they have already booked and reported to shareholders they now might have to give away - potentially all of it. Bean counters hate that!

game_the0ry

Prediction: google cloud will pivot to being a hyperscaler versus a model + hyperscaler. Kind of like how xAI started hosting anthropic workloads with colossus cluster. bc the alpha is not the model, the alpha is having the physical infra (chips, power, etc).

anthonypasq

Sergey better really go into "founder mode" or else Thomas Kurian (head of GCP) will continue to eat Deepmind's lunch. Between selling TPUs to external companies and now hosting competitor models, Gemini just doesnt have the full faith of the Alphabet capital allocators, and I can't really blame them. A mature company like google would rather just expand their extremely profitable cloud business rather than dump billions into a black hole on the off chance they achieve RSI or superintelligence or whatever.

TiredOfLife

And Google is renting compute from SpaceX.

mlmonkey

Google should just spin out DeepMind as an independent company and get out of the model building business: just sell tents and shovels as they say, and leave the actual (gold) mining to others.

kccqzy

Does anyone still remember OpenAI’s founding? I had thought that OpenAI didn’t want to give the weights to Google because the original reason for its existence is to prevent Google from achieving AGI.