Meta’s Google cloud AI deal worth over $10 billion has actually been signed between Meta and Google right now, representing a strategic milestone for Google Cloud’s enterprise growth. This Meta Google Cloud partnership spans six years and also represents Google’s second major cloud agreement recently, along with its deal with OpenAI that happened earlier. The Meta AI infrastructure deal will provide Meta with essential Google Cloud AI services to power its artificial intelligence ambitions, which are accelerating across multiple sectors.
⚡️ NEW: Meta signs a $10B deal with Google for its cloud computing services to boost AI computing power, per Bloomberg. pic.twitter.com/V3Viy57e3A
— Cointelegraph (@Cointelegraph) August 22, 2025
Also Read: Google Acquires 14% Stake in Bitcoin Mining Stock TeraWulf (WULF)
Meta’s $10B Google Cloud Deal: Transforming AI Infrastructure
The Meta Google cloud agreement comes as tech giants compete intensively for AI infrastructure contracts right now. Under this Meta Google partnership, Meta will access Google’s servers, storage, and networking services to boost its computing power for artificial intelligence workloads, which are becoming increasingly demanding across various major enterprise applications.
This deal represents Meta’s multi-cloud strategy expansion rather than replacing existing partnerships. Meta has been reliant on Amazon Web Services for core infrastructure while also utilizing Microsoft Azure, and now adds Google Cloud to create a diversified approach across several key cloud providers.
Strategic Infrastructure Investment Amid AI Arms Race
This Meta AI infrastructure deal actually aligns with CEO Mark Zuckerberg‘s July comments about spending hundreds of billions on massive AI data centers, and the timing makes perfect sense. Meta has been raising its annual capital expenditures forecast by $2 billion to a $66-72 billion range last month, demonstrating the company’s commitment to AI infrastructure development right now.
The Google Cloud AI services agreement helps Meta expand its multi-cloud approach while maintaining existing partnerships. This Meta Google cloud AI deal positions Google as a serious enterprise cloud contender, even though Amazon Web Services maintains market leadership with approximately 32% market share compared to Google Cloud’s 12%.
Market Impact Shows Google’s Growing Enterprise Reach
Google’s cloud division has actually delivered 32% revenue growth in the second quarter, reaching $13.6 billion compared to AWS’s $30.9 billion quarterly revenue. The Meta Google cloud partnership demonstrates Google’s ability to compete for large-scale contracts in an AWS-dominated market that generated over $123 billion in annual revenue.
Although AWS is still way ahead, Google Cloud has been closing the gap in terms of major high-profile deals using AI. Using its AI and infrastructure, the company is targeting companies that are looking to alternatives to mainstream cloud providers in many large categories.
Meta anticipates overall 2025 expenses to the tune of between $114-118 billion with high investment in AI infrastructure on the whole. It has been actively pursuing external partners to provide financing to these large-scale infrastructure requirements, as well as a recent attempt to offload its $2 billion data centers.
Also Read: MetaMask to Launch mUSD Stablecoin on Ethereum and Linea
This Meta AI infrastructure deal is a strategic partnership that has the potential to spur up the current cloud computing rivalry and AI advancement on both sides of the companies. The win over the giant clients underscores the growing competition lining up in the enterprise cloud services market, as various critical suppliers seek to gain dominion over using AI infrastructure in the forthcoming years.