OpenAI Models Head to Google Cloud; Meta Creates New Shares to Fund Its AI Push
Thursday, October 22, 2026 · 9 min
OpenAI's frontier models and Codex are coming to Google Cloud's Model Garden, payable from existing Google spend commitments, while Meta's Q3 report introduced a non-voting share class to fund AI. Plus Anthropic's always-on Claude Duet agent and Nvidia's multibillion-dollar bets on its packaging, testing and substrate suppliers.
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Show notes
OpenAI's frontier models and Codex are coming to Google Cloud's Model Garden, payable from existing Google spend commitments, while Meta's Q3 report introduced a non-voting share class to fund AI. Plus Anthropic's always-on Claude Duet agent and Nvidia's multibillion-dollar bets on its packaging, testing and substrate suppliers.
In this episode
- OpenAI models are coming to Google Cloud | OpenAI — OpenAI
“Google Cloud customers will be able to purchase OpenAI frontier models via model garden, transacted through the Google Cloud Marketplace. Enterprises with Google Cloud spend commitments will be able to draw down their GCP commitments for these purchases.”
- Meta to create a new class of shares to fund AI push — AI | The Verge
“"The scale of investment required to compete, sustain growth, expand infrastructure, and pursue new strategic initiatives amidst the AI transformation taking place in the industry is significant," Meta says in the press release.”
- Anthropic takes on Grok Bot, Meta's Muse, and OpenAI's Dots with its always-on agent "Claude Duet" — Maximilian Schreiner
“Anthropic says Duet can only read, draft, and prepare on its own. Before it sends a message, makes a payment, signs a document, or deletes anything, it shows exactly what it plans to do and waits for the user's approval. Trading securities and moving money between accounts are…”
- NVIDIA backs six chip suppliers in $279B push to break AI ... — Dealroom
“NVIDIA signed a $1.3 billion deal with Amkor to raise advanced packaging capacity in South Korea more than 300% by the end of 2028. It paid KYEC a $1.1 billion advance to build testing facilities in the US. SPIL agreed to grow optical-engine capacity 15-fold by mid-2027.”