News · Yahoo Finance

OpenAI expands Google Cloud access as AI rivals deepen ties

OpenAI is expanding its enterprise reach by making its latest models, including GPT-6 Astra, and its Codex coding agent available on Google Cloud, giving it distribution through all three major U.S. cloud providers. The models will appear in Google Cloud's Model Garden and Marketplace in the coming weeks, and businesses can buy them using existing Google Cloud spending commitments. The move follows OpenAI's broader access push after its exclusive Microsoft distribution deal ended in April, with Amazon Web Services already offering its models. Google Cloud's annualized revenue growth reached about 82% in the second quarter, up from 63% in the first, according to CNBC, while Anthropic generated 47% of its 2025 revenue through Amazon and Google cloud platforms, per its IPO filing.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

GOOGLOpenAIcloud computingartificial intelligence

Open a keyword to see other news on the same topic.

Related tickers and likely impact

GOOGL

▲ Likely positive

Alphabet Inc. (Class A)

Relevance: low

MarketUS stocks
SectorCommunication Services
IndustryInteractive Media & Services
Market cap$4.3T
Close on 10/20/2026340.24
Change that session-1.14%
GOOGL price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • OpenAI to bring AI models to Google's cloud, in further expansion beyond Microsoft

    OpenAI will make its models available to developers through Google Cloud, putting them on all three of the top cloud infrastructure providers. The move follows OpenAI saying less than six months ago that Microsoft would no longer hold an exclusive license to its intellectual property, and Amazon announcing plans to host OpenAI models the day after. Google will bring GPT products to its model garden and Antigravity coding tool in the coming weeks. Google's cloud segment saw annualized revenue growth accelerate to about 82% in the second quarter from 63% in the first, while Amazon and Microsoft posted second-quarter cloud growth of 37% and 42%. OpenAI is courting investors at a $1.4 trillion valuation and targeting an initial public offering.

    CNBC·▲ GOOGL▼ MSFTOpenAIcloud computingartificial intelligence
  • If Alphabet Does This on Oct. 28, the Stock Could Skyrocket

    Alphabet reports third-quarter results on October 28, and the author argues Google Cloud revenue growth could be the catalyst that sends its stock sharply higher. The stock is up only about 7% this year after topping 25% in early May, and it is trailing the S&P 500. Google Cloud revenue grew 82% in the second quarter, accelerating from 63% in the first quarter and 48% in the fourth quarter of 2025, well ahead of Microsoft Azure's 43% and AWS's 37%. Growth is fueled by AI demand and Alphabet's sales of its TPU chips to some clients, with most of that revenue expected in 2027, while Alphabet plans capital expenditures of $195 billion to $205 billion this year. The author considers the stock fairly valued at 27 times operating income, in line with peers, and says triple-digit cloud growth could drive the share price much higher.

    Yahoo Finance·▲ GOOGLGOOGLcloud computingearnings
  • Meta vs. Alphabet: Meta Is Better Built for AGI

    The Motley Fool compares Alphabet and Meta using its AIball scores, which measure how exposed a company is to AI and how much upside it has, and concludes Meta is better built for AGI. Roughly 98% of Meta's 2025 revenue came from ads that reach people while they chat or scroll, activities AI agents are unlikely to take over, and its average price per ad rose 12% in Q2 2026. Alphabet's search ads are more exposed because AI assistants can answer queries and act on them directly. However, Alphabet's TPU chips and Google Cloud, which brought in $20 billion in Q1 2026 and serve nine of the top 10 AI labs, give it a strong AI chokepoint position. Its cloud gains could still outweigh pressure on search ads if outside developers cannot get enough rival chips and power.

    Yahoo Finance·• GOOGL▲ METAMETAGOOGLartificial intelligence
  • Alphabet Stock Slipped After Q2 Earnings. Here's What Investors Need to See in Q3.

    Alphabet shares fell about 6% after its second-quarter report, despite revenue rising 24% to $119.8 billion and Google Cloud revenue jumping 82% to $24.8 billion. Investors are growing impatient with heavy AI spending and want evidence of returns, especially after Alphabet raised its full-year capex forecast by $15 billion to a range of $195 billion to $205 billion. Quarterly capex reached $44.9 billion, pushing free cash flow to negative $5.9 billion. The author says the third-quarter report on October 28 is an opportunity to prove the investments pay off, with two areas to watch: Google Cloud's growth and the custom TPU chip business, which began recognising direct chip sales revenue in the second quarter but does not report it separately.

    Yahoo Finance·▼ GOOGLGOOGLearningscloud computing
  • A $1.5 Trillion Anthropic IPO Still Pays Off for Google: “They’re Gonna Be Fine”

    Commentators now expect Anthropic's IPO to value the company nearer $1.5 trillion than $2 trillion, after its revenue growth slowed to about 45% from the second quarter to the third. At $1.5 trillion, Alphabet's stake of about 12% would be worth about $180 billion, still more than the $132 billion Alphabet earned in 2025. Analysts expect Alphabet's EPS to grow from $10.81 in 2025 to $15.29 in 2027, and the stock trades at 25x forward earnings. The article's main concern is that slower Anthropic growth could mean less spending on Google's compute, since Anthropic buys computing power from Google Cloud and Amazon. The 12% figure is secondhand, as Anthropic has not yet released an S-1.

    Yahoo Finance·▲ GOOGLGOOGLIPOartificial intelligence
  • Search Resilience and Cloud Growth Powers Alphabet’s (GOOGL) Resilience

    Diamond Hill's Large Cap Strategy returned 3.18% net of fees in Q3 2026, outperforming the Russell 1000 Value Index's 2.61%. In its Q3 2026 investor letter, the fund said it had initiated a position in Alphabet (GOOGL), believing AI is strengthening its core search and advertising business and that Google Cloud has become a leading AI-infrastructure platform with attractive, profitable revenue growth. Alphabet closed at $340.59 on October 16, 2026, with a $4.15 trillion market capitalization, up 8.81% year to date and trading in a 52-week range of $244.15 to $408.61. At the end of Q2, 275 hedge fund portfolios held the stock, up from 265 in the prior quarter.

    Yahoo Finance·▲ GOOGLGOOGLinvestment trustscloud computing

Related markets

US stocks →

Latest news

  • NVIDIA (NVDA) Is Strengthening AI Conviction Balanced Against Evolving Competitive Risks

    The L1 Capital International Fund (unhedged) said in its Q3 2026 investor letter that NVIDIA was a leading contributor. The Fund returned +3.5% net of fees in the September 2026 quarter, beating its benchmark's 1.5% gain despite a stronger Australian dollar, and held 22 investments with the ten largest making up about 63% of assets. It views AI as both an opportunity and a source of uncertainty, and focuses on businesses with durable competitive advantages, earnings and cash generation. NVIDIA closed at $216.47 on October 20, 2026, down 4.01% over the past month but up 20.07% over the past year, with a market capitalization of $5.22 trillion. The letter notes NVIDIA's market cap is roughly ten times Cisco's at the peak of the dot-com bubble while its forward earnings multiple is about ten times lower, though it acknowledges risks and possible price corrections.

    Yahoo Finance·▲ NVDANVDAartificial intelligencevaluation
  • Solana’s Alpenglow launches on mainnet, targets 99% faster finality

    Solana’s first major consensus upgrade, Alpenglow, went live on mainnet around 1:54 pm UTC on Wednesday, according to the Solana Foundation’s dashboard. The upgrade aims to cut transaction finality by 99%, from about 12.8 seconds to roughly 150 milliseconds, by replacing the current voting and finalization mechanism with direct validator voting. At press time, mainnet showed 6.6-second finality and 4,721 transactions per second. A later phase, Rotor, is meant to replace Turbine for block data distribution, and Anza called Alpenglow the biggest change to Solana’s core protocol since genesis. SOL rose nearly 3% in the 24 hours before the upgrade, reversing part of a 42% decline over the past year.

    Cointelegraph·▲ SOL/USDTcryptoSOLUSDTblockchain
  • 'Black swan' event has a major impact on Vietnam’s diamond market

    At PNJ’s extraordinary shareholders’ meeting on October 21, the company said customer buybacks surged from July after an incident involving the P-Lab director, with July’s total value reaching nearly 6,000 billion VND, almost equal to all of 2025 (about 7,000 billion VND). General Director Phan Quốc Công called the episode a “black swan,” and the company shortened payment times for some gold and jewelry products to 2–7 days, while diamonds remain at 120 days. The board proposed booking a 7,071 billion VND provision in 2026, which would push the pre-tax result to a loss of more than 6,000 billion VND, even though revenue is projected at 39,057 billion VND, up 10%. PNJ also plans to close 25–30 underperforming stores and issue up to 550 million shares in a private placement; Chairwoman Cao Thị Ngọc Dung apologized to shareholders.

    CafeF·▼ PNJPNJgolddiamonds
  • Why SpaceX has the potential to be the world's largest hyperscaler

    SpaceX shares rose after its third-quarter results beat estimates, with the AI business generating $7.56 billion in revenue. Kenny Polcari and Daniel Newman argue SpaceX could be not just the fifth hyperscaler but potentially the largest, if Elon meets his ambitious plans, and mention a possible merger with Tesla. The discussion notes top-tier customers paying over 50 million dollars per megawatt and Elon's claim that capex returns arrive in under one year. The speakers also dismiss oversupply concerns, citing comments from Jensen and Sundar Pichai and spot pricing, and expect strong results from Amazon, Microsoft and Google next week.

    Yahoo Finance·▼ MSFT▼ GOOGL• AMZNSpaceXcloud computingdata centers
  • Tesla (TSLA) Needs Stronger Earnings to Justify Its Autonomy Ambitions

    The article argues that Tesla needs autonomous driving to become a profitable service rather than just an impressive demonstration, since the stock trades near 159 times forward earnings. Second-quarter revenue rose to $28.24 billion from $22.50 billion, but operating income fell to $398 million from $923 million as R&D spending jumped and automotive gross margin slipped from 17.2% to 16.9%. Tesla ended June with $43.5 billion in cash and short-term investments and generated $8.63 billion in first-half operating cash flow, which funds development but does not guarantee returns. The stock trades at 351.96 times trailing and 158.73 times forward earnings, far above the 15.40 consumer-discretionary median, while hedge fund holders fell from 123 to 116 and their combined stakes rose from $23.09 billion to $23.79 billion. The article concludes that the autonomy opportunity does not yet make the shares attractive for a new purchase at this valuation.

    Yahoo Finance·▼ TSLATSLAelectric vehiclesvaluation
  • Inflation for Urban Wage Earners Hit 3.9% in September. Here's What That Means for Social Security and Your Portfolio.

    The CPI-W, the index used to set Social Security cost-of-living adjustments (COLA), rose 3.9% from a year earlier in September 2026, above the broader 3.7% CPI. The 2027 COLA is projected at 3.6%, the average of the July (3.4%), August (3.5%) and September (3.9%) readings. Applied to the average retired worker's benefit of about $2,088 per month in 2026, that works out to roughly $75 per month, or $902 per year. The article argues this inflation does not require major changes to a stock portfolio, since current CPI is only slightly above its 50-year average. For investors worried about inflation, it suggests options such as low-cost index funds, short-term bonds, commodities, energy and financial stocks, and REITs.

    Yahoo Finance·▼ QQQ▼ SPY▲ DXY▲ XAU/USDinflationSocial Securitycost of living

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.