en.Wedoany.com Reported - Lovable and Google announced on Wednesday the expansion of their multi-year partnership. Lovable, a rapidly growing vibe-coding startup headquartered in Stockholm, has long used Google Cloud services. Under the new agreement, it will become a larger customer of Google Cloud.
The agreement will expand Lovable's business scale on Google Cloud, including AI usage, by five times. As part of the deal, Lovable will gain greater access to Anthropic's Claude, an AI model widely used for coding tasks, as well as Google's own Gemini model.
The Anthropic-related aspect is particularly noteworthy. In April, Google invested $10 billion in Anthropic in cash and computing credits, and pledged an additional $30 billion if Anthropic meets certain performance targets. The investment was based on a valuation of $350 billion. A month later, Anthropic completed a $65 billion funding round at a valuation of nearly $1 trillion. This deal helps Anthropic achieve its performance targets, as Lovable is one of the fastest-growing startups in European history. According to Lovable, its annualized revenue exceeded $400 million in February, adding $100 million in a single month, with only 146 employees. The company claims that more than half of the Fortune 500 use its products in some form.
The agreement also connects Lovable to multiple other parts of the Google ecosystem. Lovable's new agents will be available through Gemini Enterprise Agent Gallery, Google Cloud's enterprise agent marketplace—a move the two companies had already disclosed at Google's major cloud conference in the U.S. in April. Additionally, to ensure the security of code written by humans and agents, Lovable will integrate with Wiz. Wiz, Google's largest-ever acquisition at $32 billion, was formally completed in March. This integration will enable Wiz to identify and fix security issues in real time.
By selling Lovable's agents through the Google Marketplace, Google Cloud says it will simplify enterprise procurement and billing processes, making it easier for Lovable to attract more enterprise customers. For Google, the logic of this deal is relatively clear. If it can sustain the growth of Lovable and Anthropic by attracting well-funded enterprises, the revenue will help support Google's planned capital expenditure of $180 billion to $190 billion this year. The company has already sold a record $85 billion in stock to cover part of the expenditure, leaving approximately $100 billion still needed.
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