Distribution is the story. Selling through Google Cloud puts OpenAI's models in front of enterprise buyers who already have Google contracts, so a rival's cloud becomes a sales channel.
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half the enterprise contracts are going to be teams routing their OpenAI traffic through Google Cloud simply to avoid Azure outages.
$GOOGL wins either way here. they sell the rival model, they sell Anthropic, and $MSFT watches its exclusivity turn into a 27 percent stake and a shrug
Google Cloud is also the fastest-growing of the three: ~82% in Q2, vs 42% for Azure and 37% for AWS (CNBC). Now it gets to resell its biggest rival's models too.
