Google Cloud is witnessing accelerated operating income growth and rising demand as it positions itself as a key AI infrastructure provider.

Google Cloud’s engagements with OpenAI and Anthropic showcase marquee customers leveraging GCP for added computing power and TPU-based training, signaling Google Cloud’s expanding role in AI infrastructure.

OpenAI and Anthropic are reshaping the AI infrastructure landscape, making major cloud players—Microsoft, Amazon, and Google Cloud—strong long-term bets as AI workloads expand across enterprises.

From AI labs to infrastructure powerhouses, OpenAI and Anthropic are driving demand for cloud services and hardware across the AI ecosystem.

The AI cloud race is fueling broader capital flows into AI infrastructure, with Microsoft, Amazon, and Alphabet positioned as beneficiaries by providing the computing power, chips, and cloud services needed for these models.

Microsoft leverages its OpenAI partnership to strengthen Azure, creating a flywheel effect that accelerates AI adoption on the cloud.

As OpenAI’s early hyperscaler partner, Microsoft benefits from the expanding software adoption on Azure, reinforcing the platform’s long-term trajectory.

Investors are targeting AI-related stocks, notably Microsoft, Amazon, and Alphabet, amid expectations of broader AI platform expansion by 2026.

AWS is central to AI infrastructure, highlighted by a $38 billion GPU leasing deal for OpenAI and substantial funding for Anthropic, with Trainium and Inferentia chips supporting competitive pricing and switching costs.

Amazon Web Services has secured a large GPU leasing agreement to support OpenAI and has invested in Anthropic, integrating specialized chips to improve performance and reduce costs.

Alphabet’s Google Cloud is growing through partnerships with OpenAI and Anthropic, strengthening its position in AI infrastructure amid rising competition.