Money

Meta Signs $10B+ Cloud Deal with Google for AI Infrastructure

Published AUG 22 2025

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Above: A photo illustration of the Meta Platforms Inc. logo displayed on a smartphone. Image credit: Cheng Xin/Getty Images

The Facts

Meta Platforms has reportedly signed a six-year cloud computing agreement with Google worth more than $10 billion, marking the first major cloud infrastructure deal between the two technology companies.
Bloomberg.com
AI Invest
Under the agreement, first reported by The Information, Meta will utilize Google Cloud's servers, storage, networking, and other services to support its artificial intelligence workloads and computing needs.
The Information
RTE.ie
Reuters
To make way for the investment, Meta recently offloaded $2 billion in data center assets, while forecasting annual capital expenditure would rise to between $66 billion and $72 billion "to bring additional capacity online."
Meta
Techzine Global
Meta CEO Mark Zuckerberg announced in July that Meta would invest "hundreds of billions of dollars" in computing power to create superintelligence, such as by building multi-giga-watt superclusters like Prometheus and Hyperion.
Threads
The deal comes amid Google's concerted effort to challenge market leaders Amazon Web Services (AWS) and Microsoft Azure in cloud infrastructure, with Google securing cloud business from OpenAI earlier this year to support the AI company's products as a sub-processor.
The West Australian
CNBC
Openai
In its second-quarter results, Google Cloud reported a 32% increase in revenue to $13.6 billion, driven by growing demand for the Google Cloud Platform, according to parent company Alphabet Inc.
Alphabet Inc.

Sources Split

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RIGHT

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CRIT

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PRO
ESTAB

The Spin

Narrative A

This massive deal proves that Google Cloud is finally gaining serious ground against AWS and Azure. The 32% growth demonstrates that businesses are choosing Google's competitive pricing and AI-focused services. Landing both Meta and OpenAI as major clients illustrates that Google's cloud strategy is working perfectly.

AI Invest

Alphabet Inc.

Narrative B

Meta's deal with Google is a necessary part of the company's long-term strategy. For the time being, Google Cloud services will serve as a stopgap measure until Meta finalizes its multi-gigawatt superclusters, such as Prometheus and Hyperion, which will provide the company with a sustainable solution to its computing needs.

Threads