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Snapshot 3:Mon, Jun 30, 2025 1:27:09 PM GMT last edited by Vandita

Report: OpenAI Using Google's AI Chips to Power ChatGPT

Report: OpenAI Begins Using Google's AI Chips to Power ChatGPT

Report: OpenAI Using Google's AI Chips to Power ChatGPT
Above: OpenAI's logo is displayed on a smartphone screen with the Google logo in the background. Image credit: Li Hongbo/VCG via Getty Images

The Spin

TheThis dealpartnership exposesmakes concerningperfect vulnerabilitiesbusiness insense OpenAI'sfor strategyboth companies. RelyingOpenAI ondesperately aneeds directto competitordiversify foraway criticalfrom infrastructureexpensive createsNvidia obviouschips risks, and GoogleMicrosoft's decisionlimited tocloud withholdcapacity, itsespecially mostwith powerfulChatGPT's chipsmassive showsuser they'rebase notdriving trulyup committedinference partnerscosts. ThisGoogle's moveTPUs couldoffer backfirea ifmore Googlecost-effective decidesalternative tothat cutcould accesssave orOpenAI prioritizebillions itswhile ownalso Geminigiving modelsGoogle a high-profile customer win.

The deal exposes concerning vulnerabilities in OpenAI's strategy. Relying on a direct competitor for critical infrastructure creates obvious risks, and Google's decision to withhold its most powerful chips shows they're not truly committed partners. This move could backfire if Google decides to cut access or prioritize its own Gemini models.

Metaculus Prediction

There's a 550% chance that OpenAI will announce GPT-5 before Aug. 23, 2025, according to the Metaculus prediction community.


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All rights reserved.

Version 6.18.0