Google Cloud announced Thursday it has added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google’s rising prominence against larger rivals AWS and Microsoft Azure.
The deals also highlight Google’s efforts to make its cloud business more central to the company’s future.
Today, Google Cloud is overshadowed by larger competitors like AWS and Microsoft, as well as Google’s much larger advertising business. But it is seeing upwards momentum.
Google Cloud is one of the company’s fastest-growing business lines. On its last earnings call, Google said its cloud division hit an annual run rate of $50 billion, and cloud chief Thomas Kurian said this week the unit lined up $58 billion in new revenue over the next two years. Google generated $43.2 billion in cloud services in 2024, and $33.1 billion in 2023.
Winning contracts with leading AI startups seems to be a large driver of Google Cloud’s growth. The division says it now works with nine out of the 10 leading AI labs, including Safe Superintelligence and OpenAI, and 60% of the world’s generative AI startups. In the last year, the company says it’s seen a 20% increase in the number of new AI startups choosing Google Cloud.
While Lovable and Windsurf, which was recently acquired by Cognition, spend relatively little compared to leading AI labs or large enterprises, the bet is that they will become larger businesses in the future, and well worth the investment.
Google says the two vibe coding startups use Gemini 2.5 Pro to power their products, which are also run on Google Cloud infrastructure. Google says Windsurf is also using Gemini models in integrations with Cognition’s AI agent, Devin.
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The significant cloud costs of training, fine-tuning, and running AI models has presented a major challenge for AI model developers, including Google DeepMind with its Gemini models. But it’s been a boon for cloud businesses. The global cloud market is expected to exceed $400 billion in 2025, and grow at a rate of 20% over the next five years, according to the market intelligence and analytics firm Synergy Research.
The company hosted its first Google AI Builder’s Forum on Thursday, in which it brought together hundreds of AI startup founders, and announced more than 40 new AI startups building on Google Cloud. Among them include Lovable and Windsurf, both unicorns in the “vibe coding” space, as well as the Sequoia-backed Factory AI and Andreessen Horowitz-backed Krea AI.
Part of the reason so many AI startups work with Google Cloud are the generous deals it offers. Many of the AI startups Google works with started on its Google for Startups Cloud Program, in which it offers $350,000 in cloud credits. Google Cloud also offers a dedicated cluster of Nvidia GPUs for startups in the Y Combinator accelerator program.
