"Google Cloud announced Thursday it has added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google's rising prominence against larger rivals AWS and Microsoft Azure. The deals also highlight Google's efforts to make its cloud business more central to the company's future. Today, Google Cloud is overshadowed by larger competitors like AWS and Microsoft, as well as Google's much larger advertising business."
"Google Cloud is one of the company's fastest-growing business lines. On its last earnings call, Google said its cloud division hit an annual run rate of $50 billion, and cloud chief Thomas Kurian said this week the unit lined up $58 billion in new revenue over the next two years. Google generated $43.2 billion in cloud services in 2024, and $33.1 billion in 2023."
"Winning contracts with leading AI startups seems to be a large driver of Google Cloud's growth. The division says it now works with nine out of the 10 leading AI labs, including Safe Superintelligence and OpenAI, and 60% of the world's generative AI startups. In the last year, the company says it's seen a 20% increase in the number of startups choosing Google Cloud."
Google Cloud added AI coding startups Lovable and Windsurf as primary cloud customers, signaling growing traction against AWS and Microsoft Azure. The cloud division is one of the company's fastest-growing lines, reaching an annual run rate of $50 billion and lining up $58 billion in new revenue. Revenue rose to $43.2 billion in 2024 from $33.1 billion in 2023. Google Cloud works with nine of ten leading AI labs and 60% of generative AI startups, and saw a 20% increase in startups choosing its platform. Lovable and Windsurf use Gemini 2.5 Pro and run on Google Cloud infrastructure.
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