Google Cloud introduced Thursday it has added fast-rising AI coding startups Lovable and Windsurf to its roster of consumers. Each corporations have chosen Google Cloud as their main cloud computing supplier, the most recent signal of Google’s rising prominence towards bigger rivals AWS and Microsoft Azure.

The offers additionally spotlight Google’s efforts to make its cloud enterprise extra central to the corporate’s future.

At this time, Google Cloud is overshadowed by bigger rivals like AWS and Microsoft, in addition to Google’s a lot bigger promoting enterprise. However it’s seeing upward momentum.

Google Cloud is without doubt one of the firm’s fastest-growing enterprise traces. On its final earnings name, Google mentioned its cloud division hit an annual run charge of $50 billion, and cloud chief Thomas Kurian mentioned this week the unit lined up $58 billion in new income over the following two years. Google generated $43.2 billion in cloud providers in 2024 and $33.1 billion in 2023.

Successful contracts with main AI startups appears to be a big driver of Google Cloud’s progress. The division says it now works with 9 out of the ten main AI labs, together with Secure Superintelligence and OpenAI, and 60% of the world’s generative AI startups. Within the final yr, the corporate says it’s seen a 20% enhance within the variety of new AI startups selecting Google Cloud.

Whereas Lovable and Windsurf, which was just lately acquired by Cognition, spend comparatively little in comparison with main AI labs or massive enterprises, the wager is that they’ll change into bigger companies sooner or later, and properly definitely worth the funding.

Google says the 2 vibe-coding startups use Gemini 2.5 Professional to energy their merchandise, that are additionally run on Google Cloud infrastructure. Google says Windsurf can also be utilizing Gemini fashions in integrations with Cognition’s AI agent, Devin.

The numerous cloud prices of coaching, fine-tuning, and operating AI fashions has introduced a significant problem for AI mannequin builders, together with Google DeepMind with its Gemini fashions. But it surely’s been a boon for cloud companies. The worldwide cloud market is predicted to exceed $400 billion in 2025 and develop at a charge of 20% over the following 5 years, based on the market intelligence and analytics agency Synergy Analysis.

The corporate on Thursday hosted its first Google AI Builder’s Discussion board, by which it introduced collectively a whole bunch of AI startup founders and introduced greater than 40 new AI startups constructing on Google Cloud. Along with Lovable and Windsurf, Sequoia-backed Manufacturing facility AI and Andreessen Horowitz-backed Krea AI have been among the many clients named.

A part of the explanation so many AI startups work with Google Cloud are the beneficiant offers it affords. Most of the AI startups Google works with began on its Google for Startups Cloud Program, by which it affords $350,000 in cloud credit. Google Cloud additionally affords a devoted cluster of Nvidia GPUs for startups within the Y Combinator accelerator program.