How startups from artificial intelligence feed the prosperous cloud business from Google

Google cloud Declare On Thursday, startups have added fast coding to the prosecution lovable And Windsurf to the customer list. Both GOOGLE Cloud have chosen as a basic cloud computing provider, the latest sign of the growing Google prominence against AWS and Microsoft Azure.

The deals also highlight Google’s efforts to make their cloud business more central to the future of the company.

Today, Google Cloud has been overwhelmed by larger competitors like AWS and Microsoft, as well as much larger advertising than Google. But he sees an upward payment force.

Google Cloud is one of the fastest growing business lines in the company. In the last call of its profit, Google said that the cloud department had reached an annual operating rate of 50 billion dollars, and the head of the cloud Thomas Corian said this week that the unit is lining up $ 58 billion in new revenues During the next two years. Google produced $ 43.2 billion of cloud services in 2024 and 33.1 billion dollars in 2023.

It seems that winning contracts with emerging companies of artificial intelligence is a large engine for Google Cloud’s growth. The department says it is now working with nine out of 10 Amnesty International laboratories, including Safe size properties and Openai60 % of startups in the world. Last year, the company says it saw a 20 % increase in the number of new startups that choose Google Cloud.

While Mahboub and Windsurf, who was recently It was acquired by perceptionIt spends relatively little compared to artificial intelligence laboratories or large companies, the bet is that it will become larger business in the future, and deserve investment.

Google says that two startups that cord the atmosphere use Gemini 2.5 Pro to run their products, which are also running on Google Cloud’s infrastructure. Google says Windsurf also uses Gemini models in integration with AI’s agent in perception, Devin.

The important cloud costs of training, control, and the operation of artificial intelligence models provided a major challenge to artificial intelligence models, including Google DeepMind with their Gemini models. But it was a blessing for cloud companies. It is expected to exceed the global cloud market 400 billion dollars In 2025 it grows at a rate of 20 % over the next five years, according to Synergy Research.

The company hosted the first forum for Google Ai Builder on Thursday, which brought together hundreds of the founders of Ai Startup and announced more than 40 new start -up companies of artificial intelligence on Google Cloud. Among them includes beloved and roses, both lonely in the vibrant coding space, as well as the AI ​​Factory supported by Sequoia and Andressen Horowitz Krea Ai.

Part of the reason that many startups AI with Google Cloud are the generous deals you offer. Many startups AI operating with Google for Startups Cloud, offering $ 350,000 of cloud credits. Google Cloud also offers a file A custom collection of NVIDIA graphics units For emerging companies in Y Combinator Accessor.