OpenAI models are coming to Google Cloud
This is distribution, not innovation, and it matters more than the headline suggests. OpenAI is hedging against cloud lock-in by embracing GCP, which signals they don't fully own their deployment story yet. For builders: this broadens access to GPT models outside Azure. For investors: watch whether this partnership cannibalizes OpenAI's direct revenue or becomes additive. The next move is multi-cloud strategy becoming table stakes.