Google has secured a six-year cloud computing agreement with Meta Platforms worth over $10 billion, marking its second major win in recent months after signing a deal with OpenAI, a source told Reuters.
Under the agreement, Meta will rely on Google Cloud’s servers, storage, networking, and related services to support its growing infrastructure needs. Neither Google nor Meta immediately commented on the deal.
The news follows Meta CEO Mark Zuckerberg’s July announcement that the company would spend hundreds of billions of dollars on massive AI data centers. Just weeks ago, Meta lifted its 2025 capital expenditures forecast to $66–72 billion, up by $2 billion, underscoring the scale of its AI push.
Meta has also disclosed plans to offload $2 billion worth of data center assets to external partners in an effort to spread the burden of financing its infrastructure.
This partnership highlights an unusual convergence in the AI race: in June, Reuters reported that OpenAI was also turning to Google Cloud to expand its computing capacity — despite Google and OpenAI competing fiercely in AI development.
The deal adds momentum to Google Cloud, which posted a 32% year-over-year revenue jump in Q2, outpacing analyst expectations.
