According to Brad Freeman (@StockMarketNerd) on Twitter, OpenAI has entered a new agreement to utilize Google Cloud (GOOGL) infrastructure, even as competition between Google and Microsoft in the AI and search sectors intensifies. OpenAI has already been a major driver of demand for Microsoft Azure, significantly increasing cloud compute requirements. This new deal could generate similar, if not greater, compute rental demand for Google Cloud Platform (GCP), especially given GCP's relatively smaller revenue base (Source: Brad Freeman, Twitter, June 10, 2025). For cryptocurrency traders, heightened cloud infrastructure demand can bolster tech stock valuations and may drive positive sentiment for AI-focused blockchain projects, potentially increasing trading volume in related crypto tokens.