Meta has signed a cloud computing deal with Google worth more than $10 billion over six years, according to a source familiar with the transaction. This agreement, one of the largest in the 17-year history of Google’s cloud unit, will see Meta leverage Google’s data center servers, storage, networking, and other services.

While Meta declined to comment on the deal, the arrangement will play a crucial role in supporting the company’s ongoing investments in artificial intelligence (AI) infrastructure. CEO Mark Zuckerberg has been aggressively expanding Meta’s AI capabilities, poaching top researchers from competitors like OpenAI and Apple, and pushing the company towards what he calls “AI superintelligence.”

“I’m excited to build personal superintelligence for everyone in the world,” Zuckerberg said during an earnings call last month.

Meta’s AI Ambitions

Meta has been locked in a fierce competition with other tech giants, all of which are ramping up AI investments. The $10 billion deal underscores Meta’s increasing focus on AI infrastructure. In the second quarter of 2025, Meta reported a strong financial performance, significantly boosting its capital expenditures to $17 billion, mainly directed toward AI development. The company has projected total capital spending for 2025 to range between $66 billion and $72 billion.

However, while Meta’s growth is evident, analysts like Minda Smiley from Emarketer warn that the company’s substantial spending on AI infrastructure may not fully shield it from future scrutiny as it races to catch up with its competitors in the AI field.

Google’s Cloud Success

The deal is a significant milestone for Google’s cloud business, which has been on a growth trajectory. According to a recent earnings report, Google’s parent company, Alphabet, is on track to generate $50 billion in cloud computing revenue this year. The partnership with Meta further solidifies Google’s position in the highly competitive cloud market.

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