California: Meta Platforms has entered into a massive six-year partnership with Google Cloud, valued at over $10 billion, according to a source cited by The Information. The deal would make Google a key cloud provider for Meta’s AI and data infrastructure needs.
Under the arrangement, Meta will access Google Cloud’s advanced networking, storage, and server infrastructure, strengthening its capacity to handle next-generation AI workloads. Both companies, however, have yet to issue an official statement on the agreement.
The move comes as Meta aggressively ramps up its AI investments. In July, CEO Mark Zuckerberg disclosed plans to commit hundreds of billions toward building large AI-focused data centers. The company soon raised its 2024 capital spending forecast to $66–72 billion and recently announced plans to offload $2 billion in data center assets to outside partners.
For Google Cloud, this is another major win. Earlier this summer, it signed an unexpected infrastructure deal with OpenAI, further establishing its position as a top choice for AI-heavy enterprises. Alphabet’s cloud arm has already seen 31.7% year-over-year revenue growth in Q2, and the Meta partnership is expected to fuel further gains.
If finalized, the Meta–Google deal would be one of the largest cloud contracts in history and could reshape competition in the fast-evolving AI market.