OpenAI 将把其 AI 模型和 Codex 编程工具引入 Google Cloud，从而将触角延伸至美国三大云服务提供商的客户群体——其中包括一些也是其最强劲 AI 对手的公司。
OpenAI is bringing its AI models and Codex coding tools to Google Cloud expanding its reach to customers of all three major U.S. cloud providers — including companies that are also among its fiercest AI rivals. Why it matters:
重要性：此举凸显出一种日益增强的认识：赢得企业 AI 竞赛不仅关乎构建最聪明的模型，还关乎让这些模型能在企业现有的软件运行和数据存储环境中随处可用。
The move underscores a growing recognition that winning the enterprise AI race isn't just about building the smartest models. It's also about making those models available wherever businesses already run their software and store their data.
- 对 OpenAI 而言，该协议提供了另一种触达企业客户的途径，无需客户与 ChatGPT 制造商另行建立合作关系。
• For OpenAI, the agreement offers another way to reach corporate customers without requiring them to establish a separate relationship with the ChatGPT-maker.
- 对 Google 而言，这意味着在销售自家 Gemini 产品的同时，也销售竞争对手的 AI 模型，从而有可能赢下原本可能流向竞争对手云服务商的业务。
• For Google, it means selling a competitor's AI models alongside its own Gemini offerings, potentially capturing business that might otherwise go to rival cloud providers. Driving the news:
新闻背景：根据周三宣布的协议，Google Cloud 客户将能通过 Google 的“Model Garden and Marketplace”（模型花园和市场）购买 OpenAI 的前沿模型，包括利用现有的云消费承诺进行购买。
Under the agreement announced Wednesday, Google Cloud customers will be able to purchase OpenAI's frontier models through Google's "Model Garden and Marketplace," including by using existing cloud spending commitments.
- 该协议还将把 OpenAI 模型引入 Google 的 Antigravity 开发环境和 Gemini Agent。
• The deal also brings OpenAI models to Google's Antigravity development environment and Gemini Agent.
- 计划在未来几周实现全面上线。
• General availability is planned in the coming weeks.
大局观：该协议继 OpenAI 今年早些时候拓展至 Amazon Web Services 之后达成，此前其与 Microsoft 合作关系的变更为更广泛的云分发打开了大门。
The big picture: The agreement follows OpenAI's expansion onto Amazon Web Services earlier this year, after changes to its Microsoft partnership opened the door to broader cloud distribution.
- AWS 首席执行官 Matt Garman 当时表示，客户早就希望在现有应用和数据所在的地方运行 OpenAI 模型。
• AWS CEO Matt Garman said at the time that customers had long wanted to run OpenAI models where their existing applications and data already resided.
- 此后 Amazon 已通过其 Bedrock 平台扩大了可用的 OpenAI 模型和服务范围，尽管双方均未公开量化该安排带来的额外业务增量。
• Amazon has since expanded the OpenAI models and services available through its Bedrock platform, although neither company has publicly quantified the additional business generated by the arrangement.
他们表示： Moor Insights & Strategy的副总裁兼分析师Mike Leone表示，这笔交易对两家公司来说都具有重要意义，尤其是因为许多Google Cloud的客户希望能够在不转移数据的情况下使用OpenAI的模型。
What they're saying: Mike Leone, VP and analyst at Moor Insights & Strategy, said the deal is significant for both companies, particularly because many Google Cloud customers want access to OpenAI models without moving their data.
Leone对Axios表示：“对Google来说，这笔交易体现了其信心——因为现在Gemini必须在OpenAI的强大支持下去争取这些客户。”
• "For Google, I read the deal as confidence, because Gemini now has to win those customers with OpenAI sitting right next to it," Leone told Axios.
但他认为这并不一定会对Gemini造成负面影响，因为无论客户选择哪种AI模型，他们仍然需要为Google的云平台、数据服务及安全保障支付费用。
• But he doesn't see Google as necessarily hurting Gemini, since customers will still pay Google for its cloud platform, data services and security regardless of which AI models they choose.
不过，Leone也指出：模型的分发只是整个竞争过程中的一个方面。OpenAI仍需说服企业选择其模型而非Google、Anthropic或其他竞争对手的模型（而这些竞争对手的模型同样可以通过相同的云平台获取）。因此，云服务提供商现有的企业合作关系及其基础设施，可能与他们所提供的模型本身一样重要。
Yes, but: Distribution is only part of the equation. OpenAI still has to persuade enterprises to choose its models over those from Google, Anthropic and other competitors, many of which are available through the same cloud platforms. • That could make the cloud providers' existing enterprise relationships and infrastructure as important as the models they offer.
Leone总结道：“一旦所有云服务提供商都能提供顶尖的AI模型，竞争优势将取决于谁能在数据管理、治理机制以及成本控制方面做得最好。”
• "Once every cloud has the top models, I think the competitive advantage goes to whoever does the best job with a company's data, governance, and costs," Leone said.