Google scores six-year Meta cloud deal worth over $10B

https://www.cnbc.com/2025/08/21/google-scores-six-year-meta-cloud-deal-worth-over-10-billion.html

47•herpderperator•3h ago

Comments

petesergeant•1h ago

Would be very interested to know how this is structured, as presumably it's a hedge for Meta's uncertainty about how much compute they'll need.

pwarner•1h ago

Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?

bmau5•1h ago

Assuming this has a lot to do with Google's TPUs. Google is well positioned to be the AWS for AIs given the increased efficiency of TPUs, which only they have.

geodel•28m ago

Could be other way round too. Meta wants to use their own data centers capacity for their custom AI solutions. Generic compute and storage for online and batch workloads can be moved to Google cloud infra.

thewebguyd•27m ago

Assuming they don’t screw it up. Google has a ton of great stuff but when it comes to actually making into a product they flounder. GCP still needs a lot of work.

mandeepj•1h ago

> That's a lot of data centers. Why do they need a tiny bit more from Google?

Data centers don’t pop up overnight, until then they are going to use a vendor :-)

foobiekr•1h ago

this is the correct answer.

calmbonsai•1h ago

Google needs deal this due to flights away from its cloud.

It can't compete with Azure for simple/coarse-grained services and AWS for complex/fine-grained services.

Atm, Google cloud is only good for cheap high-ram one-run-centric compute (AWS is cheaper for generic compute and reserved compute), simple container execution (Cloud Run), and ~100 TB bulk storage.

thevillagechief•1h ago

Your phrasing seems off. Why does Meta care what Google needs? It would seem that it's exactly backwards. Meta needs this because training resources are scarce. And Google is in the enviable position of having TPUs.

sokoloff•1h ago

I read GP as implying GCP would be inclined to negotiate aggressively to be sure to secure this deal, due to the factors they list.

Both companies need to get something out of the deal. Listing the benefits to only one side is probably missing part of the story.

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