Meta and OpenAI deals testament to Google Cloud’s capabilities

“So why are we winning those deals? It's two things. One, we have a very robust stack, demonstrated by our security and resilience. Two, we have the only hyperscaler with our own end-to-end market-leading AI stack,” says Francis deSouza, COO, Google Cloud.

In July 2025, OpenAI announced that it will be using Google Cloud’s infrastructure for ChatGPT. Last week, there were also reports of Meta signing a US$10 billion deal to use Google Cloud’s services over the next six years.

While both these deals significantly enhance Google Cloud’s reputation in the industry, the question many seem to be asking is what makes Google Cloud the preferred choice compared to the other big hyperscalers in the industry.

According to Francis deSouza, COO, Google Cloud, one of the main reasons for this, which is also what they hear from customers, is the resilience and uptime of the infrastructure.

“It is really unmatched. If you look at public data, if you can talk to analysts about the strength of the Google infrastructure, I think you'll see that. And that shouldn't be a surprise, because we use it to run our own infrastructure. Google runs on Google. And so, it has been a long focus of ours to make sure that we have a very resilient infrastructure and that we have world-leading security capabilities,” explained deSouza when asked about the Meta and OpenAI deals during a media briefing session at Google Cloud’s APAC headquarters in Singapore.

“We're the only hyperscaler that has our own AI stack. And increasingly, a conversation about moving to the cloud quickly goes into a conversation about AI capability. And when you’re talking to customers about AI capability, part of what they want to know is what you have today. A lot of what they want to know is where is this industry going? Because they're not just buying the product from you today. They are buying a belief that you will take them into the future. And so we're the only ones who can confidently talk about our AI infrastructure, our roadmap,” he said.

“We have Google DeepMind that's helping chart the future of AI. That's very different than a conversation you can have with any other hyperscaler who doesn't have an AI infrastructure and is relying on other parties to drive the AI agenda. And so that becomes a very important conversation as customers are picking who their partner for the cloud is going to be long term,” added deSouza.

For deSouza, when organizations make these decisions, they are decisions that last many years. Hence, it becomes a really important consideration.

deSouza also believes that customers love the open ethos Google Cloud provides.

“At every part of the stack, although we offer cutting-edge technologies, we are open. We have TPUs, but we're one of the biggest partners in the world to NVIDIA. We have our models, but the model garden we offer has 200 models. Our security infrastructure covers all clouds,” he said.

As customers resonate with Google Cloud’s offering, deSouza stated that they will invest to have the leading-edge technologies. At the same time, he acknowledges that one solution may not be right for everybody, and Google Cloud wants to give customers that choice.

“We also know that if you are a company, and we had to do this ourselves, it's almost impossible to always stick with one cloud. Because you may buy a company that uses a different cloud. You may have to go to a country that has certain requirements. And so, we want to make sure that when that happens, you don't have to compromise your security. You don't have to compromise your analytics capability. We want to make sure that our offerings are open, and then you also see that in our commitment to open source.”

“So why are we winning those deals? One, we have a very robust stack, demonstrated by our security and resilience. Two, we have the only hyperscaler with our own end-to-end market-leading AI stack. And then three, we have a deep commitment to being open. That's been true for years that customers appreciate,” he concluded.