According to Reuters, the six-year contract grants Meta access to Google Cloud’s servers, storage, and networking services.
The partnership comes at a critical moment as Meta intensifies its investment in AI and rapidly expands its data infrastructure on a global scale.
For Google, the agreement is a significant achievement in the fiercely competitive cloud market, traditionally dominated by Amazon Web Services and Microsoft Azure. Google Cloud recently reported 32% revenue growth in the second quarter of 2025, and bringing Meta on board further consolidates its position as a leading provider of large-scale computing power.
Meta has made no secret of its commitment to artificial intelligence as the core of its future strategy. In July, Chief Executive Mark Zuckerberg announced plans to spend hundreds of billions of dollars on new data centres and AI systems.
The company also raised its 2025 capital expenditure forecast to between $66 billion and $72 billion, an increase of $2 billion compared to earlier projections. To support this growth, Meta has been selling off roughly $2 billion worth of data center assets, a move designed to balance costs while maintaining the pace of expansion.
Partnering with Google Cloud offers Meta the flexibility to scale quickly without being constrained by its own facilities.
The deal also reflects broader trends across the technology industry. Google Cloud has secured similar partnerships with other AI companies, including OpenAI, underscoring how even rival firms are turning to its infrastructure to power their most advanced projects.
News of the agreement was well received by investors. Meta’s stock rose 2% to $754.55 on Thursday, recovering some ground after a week of steep declines.
Analysts view the deal as a clear signal that Meta is consolidating its role in the AI race while making strategic infrastructure choices that could shape the future of the industry.
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