Google Cloud、AI新興企業を次々獲得し急成長を加速

Google Cloud has secured fast-rising AI coding startups Lovable and Windsurf as customers, a significant move in its competition with Amazon Web Services (AWS) and Microsoft Azure. The announcement highlights Google's increasing prominence as a cloud provider for the AI industry. Both startups now run a significant portion of their cloud and AI workloads on Google's platform, though they are not contractually exclusive.

This focus on the AI sector is a core driver of Google Cloud's rapid expansion. The division is one of Google's fastest-growing business lines, recently hitting a $50 billion annual revenue run rate. Executives forecast an additional $58 billion in new revenue over the next two years, a substantial increase from the $43.2 billion generated in 2024.

The addition of Lovable and Windsurf reflects a broader, successful strategy of courting AI companies. Google reports that it now supports nine of the ten leading AI labs and 60% of the world's generative AI startups. This marks a 20% increase in new AI startup adoption over the past year, underscoring the platform's growing momentum.

Google’s advanced technology is a key draw for these startups. Both Lovable and Windsurf utilize Google's Gemini 2.5 Pro model to power their AI-driven products, running them on Google Cloud's infrastructure. Windsurf, recently acquired by Cognition, is also integrating Gemini models with Cognition's AI agent, Devin, demonstrating deeper platform integration.

To attract this new business, Google actively cultivates the ecosystem with substantial incentives. Its "Google for Startups Cloud Program" provides up to $350,000 in cloud credits to emerging companies. The company also offers dedicated Nvidia GPU clusters for startups in the Y Combinator accelerator program, lowering the financial barrier for developing powerful AI models.

Despite these wins, the cloud market remains highly competitive. Windsurf's CEO confirmed the startup works with multiple cloud providers, indicating that AI companies often avoid locking into a single vendor. This multi-cloud approach means Google must continuously compete for every workload, even from its announced customers, to secure its long-term growth.