Meta signs $10 billion Google Cloud deal for AI infrastructure
Meta has agreed to spend more than $10 billion on Google Cloud services over the next six years, according to two people familiar with the matter. The deal, first reported by The Information, underscores the growing demand for artificial intelligence (AI) infrastructure as technology giants race to scale their computing power.
The partnership is notable given the rivalry between Meta and Google in digital advertising. But with AI reshaping the tech landscape, Meta is turning to all available infrastructure providers to meet its needs. The company, which already uses services from Amazon Web Services (AWS) and Microsoft Azure, will now add Google to its cloud roster.
One of the people familiar with the deal said Meta’s agreement with Google is focused primarily on AI infrastructure. Meta has been investing heavily in this area, developing its Llama family of large language models and integrating AI across products such as Facebook, Instagram, and WhatsApp. In its most recent earnings report, Meta projected 2025 expenses of $114 billion to $118 billion, with a significant portion earmarked for AI research, infrastructure, and talent.
For Google, the Meta contract marks another marquee win as it seeks to catch up with AWS and Azure in cloud infrastructure. Earlier this year, Google Cloud also secured business from OpenAI, a company that had long been reliant on Microsoft’s Azure.
Alphabet, Google’s parent company, reported in July that its cloud unit generated $13.6 billion in revenue and $2.83 billion in operating income during the second quarter. The 32% revenue growth for Google Cloud far outpaced the 13.8% expansion across Alphabet overall, highlighting the importance of cloud as a growth engine.
While Meta and Google remain fierce competitors in online ads, the deal highlights the pragmatic alliances emerging in the AI era. For Meta, ensuring access to massive amounts of compute power is critical to staying competitive in generative AI. For Google, landing Meta as a customer is both a financial and symbolic boost as it battles to expand its position in the cloud market.
