OpenAI's models are coming to Google Cloud, putting GPT on all three big clouds

The skim

• OpenAI's frontier models and Codex are coming to Google Cloud's Model Garden, sold through Google Cloud Marketplace, with general availability planned "in the coming weeks."
• Companies with Google Cloud spending commitments can put those commitments toward OpenAI models, which will also show up in Google's Antigravity coding tool and Gemini Agent.
• With Amazon already hosting its models since April, OpenAI is now on all three of the biggest US clouds. Microsoft stays its primary cloud partner.

What happened

OpenAI announced on Wednesday that it is partnering with Google Cloud to bring its frontier models and Codex agentic workflows into Model Garden, the catalog Google Cloud customers already use to pick and deploy AI models. Customers will buy OpenAI models through Google Cloud Marketplace, and enterprises that have committed to spend a set amount with Google can draw down those commitments on OpenAI purchases.

OpenAI also said its models will "soon" be available inside Google Antigravity, Google's AI coding tool, and in Gemini Agent, so customers can pick a model per task. General availability is planned in the coming weeks; for now, customers can request access.

"We are focused on giving customers a broad selection of models, including those from OpenAI, so they can choose the right model for any given job," Google Cloud CEO Thomas Kurian said in OpenAI's post. OpenAI president Greg Brockman called it "an important step in making our most capable models and Codex available where customers are already building."

Rivals, now landlords

The deal is notable because Google and OpenAI compete head-on: Gemini versus ChatGPT, and Google's own models sitting in the very Model Garden OpenAI is joining. But the cloud business is about selling compute and choice. As CNBC reports, Microsoft's exclusive license on OpenAI's intellectual property ended less than six months ago, and Amazon unveiled plans to host OpenAI models the day after. Google is the third and last of the big US clouds to sign on.

OpenAI was careful to add one line at the end of its announcement: "Microsoft remains OpenAI's primary cloud partner."

Why it matters

For businesses, this removes a real headache. Big companies often standardize on one cloud for security, billing and data governance, and getting approval for a new vendor can take months. If your data already lives in Google Cloud and you've prepaid for capacity, you can now try GPT models without moving data or signing a new contract.

For OpenAI, it's distribution. CNBC notes the company is courting investors at a $1.4 trillion valuation and targeting an IPO, and enterprise revenue is where it needs to grow beyond ChatGPT's consumer base. Data from corporate card issuer Ramp, cited by CNBC, shows most business AI spending already goes to OpenAI and Anthropic.

For Google, it's a bet that being the neutral store matters more than pushing only Gemini. Google Cloud's growth has been accelerating this year, and all three cloud giants report quarterly results next week, so expect this deal to come up on the calls.

Sources: OpenAI, CNBC.