Google has secured a six-year cloud contract with Meta Platforms valued at more than $10 billion, one of the most important infrastructure partnerships in recent years.
The agreement will see Meta tap into Google Cloud’s servers, storage, and networking capacity as it works to expand its AI growth.
Although both companies declined to comment publicly, sources close to the negotiations confirmed the scale and duration of the deal, which was first reported by The Information.
This development is interesting not only because Google and Meta have long been competitors in digital advertising, but also because Meta has historically leaned heavily on Amazon Web Services (AWS) and, to a lesser degree, Microsoft Azure.
In diversifying its cloud dependencies, Meta is making it transparent that it cannot rely on a single provider at a time when demand for high-performance computing has exploded.
Meta’s aggressive drive into AI infrastructure has been emphasised by recent financial disclosures. In July, the company raised its 2025 capital expenditure forecast to between $66 billion and $72 billion, with overall expenses projected at $114–118 billion.
Much of that money is earmarked for AI-focused data centres and talent acquisition. CEO Mark Zuckerberg has been straightforward about the company’s goal, noting that Meta is willing to spend “hundreds of billions of dollars” to build what he calls personal superintelligence.
The deal with Google Cloud is also notable for its timing. Alphabet’s cloud unit posted $13.6 billion in revenue in the second quarter of 2025, a 32% year-on-year increase that far outpaced the parent company’s overall growth of 13.8%.
Landing Meta’s business further strengthens Google’s position as it competes against AWS and Azure, both of which continue to stay on top in the sector.
Meta, meanwhile, is trying to secure every scrap of computing power it can find. In addition to building its own massive server farms, it has begun offloading $2 billion worth of data centre assets to external partners to ease the financial burden of its AI expansion.
The company is already working on its first multi-gigawatt “Prometheus” AI supercluster, expected to go live in 2026.
Yet the scale of Meta’s infrastructure plans has ignited controversy. To power some of its new sites, the company has received approval to construct three natural gas plants in Louisiana, together generating 2.25 gigawatts.
Analysts say this damages Meta’s pledge to reach net-zero emissions by 2030, leading to queries about the environmental cost of large-scale AI adoption.
For Google, the win follows another deal earlier this year with OpenAI, which agreed to use its cloud services despite a deep, long-standing reliance on Microsoft’s Azure.
Together, these partnerships reveal how competition in the cloud sector is becoming inseparable from the race to be the go-to company in the next generation of AI.
