Meta Signs $10B Plus Google Cloud Deal Amid AI Arms Race

• Meta agreed to spend $10B plus over six years for Google Cloud infrastructure (compute, storage, networking).
• The pact expands Meta’s multi cloud strategy alongside existing hyperscaler relationships.
• Deal timing underscores the AI infrastructure arms race and could materially lift Google Cloud’s backlog.
• Initial reporting came via The Information; major outlets echoed the figure and term.

Meta has struck a sweeping cloud agreement with Google, committing more than $10 billion over six years to tap Google Cloud’s infrastructure as it scales AI products and research. The arrangement covers core services like servers, storage, and networking, adding immediate capacity while Meta continues building out its own data centers.

The move formalizes Meta’s multi-cloud posture and broadens its mix of vendors at a moment when model training and inference are consuming unprecedented compute. Market wrap notes tie the deal to Meta’s broader AI buildout and to Google Cloud’s push for share, suggesting the contract could meaningfully bolster Google’s long-term bookings.

Strategically, the pact buys Meta time and flexibility: faster access to capacity now, optionality on cost and regions later, and a hedge against supply bottlenecks as the AI cycle intensifies. For Google, landing one of the world’s biggest AI customers signals credibility with demanding, at-scale workloads—and adds a showcase account as competition for enterprise AI spend accelerates.