Lovable commits to fivefold Google Cloud expansion in multi-year deal
The agreement includes expanded access to Anthropic’s Claude and Google’s Gemini models, integration with cybersecurity firm Wiz, and listing on Google’s enterprise marketplace.
Lovable, a Stockholm-based "vibe-coding" startup, has entered into an expanded multi-year agreement with Google Cloud, committing to a fivefold increase in its usage footprint on the platform. The deal, which involves a significant escalation in AI workloads, includes expanded access to Anthropic’s Claude and Google’s Gemini AI models.
A source with knowledge of the arrangement confirmed the scale of the expansion, noting that while financial terms were not disclosed, the increased usage is designed to support Lovable’s rapid growth. The startup reported crossing $400 million in annualised revenue in February, having added $100 million in a single month with a workforce of just 146 employees. Lovable also claims that more than half of Fortune 500 companies now use its product in some capacity.
The agreement carries strategic implications for Google’s broader artificial intelligence investments. Google invested $10 billion in Anthropic in April, valuing the company at $350 billion, with a promise of an additional $30 billion contingent on specific performance targets. The expansion of Lovable’s usage of Anthropic’s models is expected to help the AI firm meet those targets, particularly as Lovable is recognised as one of Europe’s fastest-growing startups.
Beyond compute usage, the deal integrates Lovable into other parts of Google’s ecosystem. Lovable’s agents will be available via Google Cloud’s enterprise agent marketplace, the Gemini Enterprise Agent Gallery, an arrangement first telegraphed at Google’s major U.S. cloud conference in April. Additionally, Lovable will integrate with Wiz, Google’s cybersecurity platform, for real-time code remediation. Wiz, valued at $32 billion, officially closed as Google’s largest acquisition in March.
For Google, the deal supports its massive capital expenditure plans. The company intends to spend between $180 billion and $190 billion on capital expenditures this year, partly funded by a record-breaking $85 billion in equity sales. By facilitating Lovable’s access to enterprise customers through simplified procurement and billing, Google aims to sustain growth across its AI portfolio, including Anthropic, which recently raised a $65 billion round valuing the company at nearly $1 trillion.
