OpenAI 擴大企業市場布局，將在 Google Cloud 銷售旗下頂尖模型

作者：Krystal HuBy Krystal Hu

10 月 21 日（路透）—— OpenAI 將在未來數週內透過 Google Cloud 提供其前沿人工智慧模型與 Codex 程式設計代理，兩家公司週三表示。此舉深化了兩家競爭對手之間的關係，也凸顯主要雲端服務供應商正成為頂尖 AI 模型的重要銷售管道。Oct 21 (Reuters) - OpenAI will make its frontier artificial intelligence models and Codex coding agent available through Google Cloud in the coming weeks, the companies said on Wednesday, deepening ties between two rivals and underscoring how major cloud providers are becoming key distributors of top AI models.

根據一篇公司部落格文章，這項合作將把 OpenAI 最新模型，例如 GPT-6 Astra，導入 Google Cloud 的 Model Garden。客戶將可透過 Google Cloud Marketplace 購買這些模型，並使用既有的雲端支出承諾支付相關採購；OpenAI 正試圖把其模型銷售給更多企業客戶。The partnership will bring OpenAI's latest models such as GPT-6 Astra to Google Cloud's Model Garden. It will allow customers to buy them through Google Cloud Marketplace and use existing cloud spending commitments for the purchases, according to a company blog post, as OpenAI tries to sell its models to more enterprise customers.

這也將使受監管產業的客戶，能透過 Google Cloud 的存取控制、資料治理工具與基礎設施使用 OpenAI 模型，以建置所謂代理式 AI 工作流程。It will also allow customers in regulated industries to access OpenAI models through Google Cloud's access controls, data governance tools and infrastructure to build so-called agentic AI workflows.

在 OpenAI 與微軟的獨家經銷安排於 4 月到期後，Alphabet 旗下 Google 成為最新一家向客戶提供 OpenAI 模型的主要超大型雲端服務供應商。Alphabet's Google has become the latest major hyperscaler to offer OpenAI models to its customers, after OpenAI’s exclusive distribution arrangement with Microsoft expired in April.

OpenAI 此後已將銷售管道擴大至亞馬遜雲端服務（Amazon Web Services），如今又拓展到 Google Cloud；兩者都是爭奪 AI 市占的主要超大型雲端服務供應商。OpenAI has since expanded distribution to Amazon Web Services and now to Google Cloud, each a major hyperscaler vying for AI market share.

這項協議使 OpenAI 與 Google 之間日益複雜的關係再添一層。兩家公司雖在核心 AI 產品與搜尋領域競爭，但打造與部署大型模型的經濟效益，也推動雙方走向合作。The deal adds another layer to an increasingly complex relationship between OpenAI and Google, which compete in core AI products and search even as the economics of building and deploying large models push them toward cooperation.

Google 去年與 OpenAI 達成雲端協議，向其提供更多運算能力；之後，Google 便著手將旗下雲端部門定位為中立平台，為客戶提供更廣泛的模型選擇。Google has moved to position its cloud unit as a neutral platform offering customers a broader choice of models, after it struck a cloud deal with OpenAI to offer it more computing capacity last year.

對 Google Cloud 而言，加入 OpenAI 的模型，可強化其策略：為客戶提供更多第三方模型選項，而不是只仰賴自家模型。For Google Cloud, adding OpenAI's models strengthens a strategy of offering customers a wider range of third-party models rather than relying only on its own.

Google Cloud 執行長湯瑪斯・庫里安（Thomas Kurian）先前接受路透社訪問時曾表示，Google 雲端平台是一個開放平台，歡迎任何受開發者歡迎的模型進駐。Thomas Kurian, chief executive of Google Cloud, has told Reuters in a previous interview that the Google cloud platform is an open platform and it welcomes any model popular with developers in it.

這項安排也符合更廣泛的產業轉變：超大型雲端服務供應商正成為前沿 AI 實驗室的主要商業通路。雲端服務供應商通常會從透過其平台完成的銷售中抽成。The arrangement also fits a broader industry shift in which hyperscalers are becoming the main commercial channels for frontier AI labs. Cloud providers usually take a cut from sales through its platform.

根據路透社查閱的 Anthropic 首次公開募股（IPO）申請文件，這家由亞馬遜與 Google 支持、與 OpenAI 競爭的公司，2025 年營收有 47% 來自雲端服務供應商亞馬遜與 Google 的雲端平台。Anthropic, an OpenAI rival backed by Amazon and Google, has seen 47% of its 2025 revenue coming from cloud providers Amazon and Google's cloud platforms, according to its IPO filing reviewed by Reuters.

（舊金山 Krystal Hu 報導；舊金山 Kenrick Cai 補充報導；Lincoln Feast 編輯）(Reporting by Krystal Hu in San Francisco; additional reporting by Kenrick Cai in San Francisco; editing by Lincoln Feast.)