Cloud Frenemies, AI Takeovers, and a French Flex

Hi there, Change-makers!

Who said tech rivalries couldn’t come with a side of...collaboration? Today we’re diving into a surprising OpenAI-Google cloud pact, spotlighting the AI-ification of your Google searches, and tracking a high-stakes game of AI musical chairs.

Let’s get into it.

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OpenAI x Google Cloud: Enemies With Benefits?

File this under “co-opetition” with a capital “Huh?”—OpenAI has inked a massive cloud deal with Google, tapping Google Cloud for AI workloads despite being, well, direct rivals.

The deal is unprecedented and adds Google to OpenAI’s already complex infrastructure cocktail of Microsoft Azure and Oracle. What makes this even juicier, Google’s DeepMind has been racing OpenAI on general intelligence and model performance for years.

Why this matters for enterprises:

• Cloud costs are rising. Even OpenAI is hedging its compute bets.

• Multicloud is in. If you’re still single-cloud loyal, it might be time to rethink your vendor strategy.

• AI infra is the new arms race. Whoever controls the chips and GPUs wins— and OpenAI’s moves suggest flexibility beats loyalty.

Bottom line: When even AI giants need all the friends they can get, your enterprise strategy should prioritize resilience over exclusivity.

What to Watch: Google’s AI Eats the Search Engine

Google’s AI Overview is now officially default behavior for many queries. Type in something like “how to clean suede shoes,” and instead of a wall of links, you’re served a shiny Gemini-generated answer (whether you asked for it or not).

Why you should care:

• SEO as we know it is dying. Enterprises that relied on organic search for discovery are in for a rude algorithmic awakening.

• Consumer trust in answers is up for grabs. Google’s AI summaries have been caught hallucinating everything from poisonous pizza recipes to very questionable health tips.

• Pay-to-play becomes dominant. If AI frontloads content, expect ads and partnerships to become the only way through the fog.

What’s next: Google has reportedly slowed the full rollout after user backlash, but the long-term trend is clear: AI is not just in your search, it’s replacing your search.

News Roundup

Meta grabs Scale AI’s Alexandr Wang to lead its new Superintelligence Lab
Scale’s prodigy CEO is heading to Meta to build AGI. Think of it as Zuck’s Hail Mary pass in the intelligence race.
→Full scoop

Vast Data eyes a $25B valuation for its AI-native storage platform
The next infrastructure gold rush is in smart storage — and Vast is leading the charge.
→Read more

Mistral drops Europe’s first AI Reasoning model
France says “bonjour” to AGI ambitions with a model built for next-gen inference and logic.
→See the model

TL;DR:

• OpenAI is using Google Cloud, proving cloud monogamy is overrated.

• Google’s AI-generated summaries are becoming the new face of search, and not everyone’s happy.

• Meta hires Scale AI’s CEO to helm a new AGI lab, Vast Data makes storage sexy, and Mistral flexes European AI muscle.

Stay sharp,

Cat Valverde
Founder, Enterprise AI Solutions
Navigating Tomorrow's Tech Landscape Together