Meta Agrees to Spend Over $10 Billion on Google Cloud Services for AI Infrastructure over Six Years

Tech giant Meta has reportedly agreed to invest more than $10 billion over a six-year period in Google’s cloud services. According to two unnamed sources privy to the matter, this deal was earlier reported by The Information.

This significant investment underscores Google’s ambitions to secure large-scale cloud contracts, as it competes against industry heavyweights Amazon Web Services and Microsoft Azure. In a notable victory earlier this year, Google secured cloud business from OpenAI, a company that had previously relied heavily on Microsoft’s Azure infrastructure.

In Q2, the Google Cloud division, which encompasses productivity software subscriptions as well as infrastructure, generated an operating income of $2.83 billion on revenue of $13.6 billion. This represented a 32% revenue growth rate, outpacing the company’s overall expansion of 13.8%.

The agreement between Meta and Google primarily focuses on artificial intelligence infrastructure, one source revealed. In its latest earnings report, Meta disclosed that it anticipates total expenses for 2025 to range between $114 billion and $118 billion. The company is currently focusing on building AI infrastructure and recruiting top talent, expanding its Llama family of models and integrating AI across its suite of services.

Meta and Google have a history of rivalry in the online advertising sector. However, Meta’s growing reliance on cloud infrastructure necessitates access to as much capacity as possible. The company operates data centers and has existing commitments with Amazon and Microsoft for cloud services.

Google chose not to comment on this matter.

In related news, a recent antitrust ruling could potentially dissolve Google’s $26 billion default deals, but experts predict potential benefits for the development of AI technology.