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Google Gives OpenAI 20 Billion Reasons To Worry

Ece Yildirim· ·3 min read · 0 reactions · 0 comments · 10 views
#artificial intelligence#google#openai#cloud computing#ai infrastructure
Google Gives OpenAI 20 Billion Reasons To Worry
⚡ TL;DR · AI summary

Google reported its highest quarterly revenue growth in about four years, with a 20% increase in the first quarter of 2026 driven largely by $20 billion in sales from its AI-focused cloud computing unit. This surge comes amid reports that OpenAI missed its revenue and user targets, with Google's Gemini cited as a factor in slowing ChatGPT growth. Google's strong performance underscores its growing role as a major AI competitor in both tools and infrastructure, potentially reassuring investors about the ongoing AI boom.

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Gizmodo · Ece Yildirim
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On Wednesday, Google reported its highest revenue growth rate in a single quarter in roughly four years. The tech giant’s revenue soared 20% in the first quarter of 2026 thanks in large part to the $20 billion in sales that the cloud computing unit in charge of its AI initiatives brought in.cnx.cmd.push(function(){cnx({"playerId":"92b7b46b-43ed-4e0e-b21b-2c999302d9d7","settings":{"advertising":{"macros":{"AD_UNIT":"/23178111854/od.gizmodo.com/article","CHILD_UNIT":"article","POST_ID":"2000752324","POST_TYPE":"post","CHANNEL":"tech","SECTION":"artificial-intelligence","SUBSECTION":"","CATEGORIES":"artificial-intelligence","TAGS":"artificial-intelligence,google,openai,sundar-pichai","NOP":"0"},"timeBeforeFirstAd":0}}}).render("cnx-player-main")}); The news is particularly huge considering…

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