Lovable and Google was announced an expanded multi-year partnership on Wednesday. Lovable, Stockholm’s fast-growing vibe coding startup, has been a long-time user of Google Cloud. Under the new agreement, it will be much larger.
While the companies did not disclose a dollar amount, a person with knowledge of the deal tells TechCrunch that it includes a fivefold increase in Lovable’s Google Cloud footprint, including the use of artificial intelligence. As part of the deal, this person tells us, Lovable will get expanded access to both Anthropic’s Claude — the AI model widely used for coding tasks — and Google’s own Gemini models.
The Anthropic track in particular is interesting. Google invested $10 billion in Anthropic in cash and compute credits in April, promising another $30 billion if Anthropic hits certain performance goals. It made that investment at a $350 billion valuation — just a month before Anthropic raised a stunning $65 billion round that valued the company at nearly $1 trillion. This deal helps Anthropic achieve these goals because Lovable is one of Europe’s fastest growing startups on record. According to Lovable, it surpassed $400 million in annual revenue in February, having added $100 million in a single month with just 146 employees. The company claims that more than half of the Fortune 500 companies use its product in some way.
The deal also connects Lovable to many other parts of the Google ecosystem. Lovable’s new agent will be available through Google Cloud’s enterprise agent marketplace, the Gemini Enterprise Agent Gallery — a deal the two companies first telegraphed at Google’s big cloud conference in the US in April. And to help secure code that both humans and agents write, Lovable will integrate with Wiz, Google’s largest-ever acquisition at $32 billion, which officially closed in March, a year after his announcement. The integration will allow Wiz to detect and resolve security issues in real time.
By selling Lovable resellers through the Google marketplace, the cloud giant says business procurement and pricing will be simplified, making it easier for Lovable to attract more enterprise customers.
The math for Google is pretty simple. If it can keep both Lovable and Anthropic growing by attracting deep-pocketed businesses, the proceeds help fund the $180 billion to $190 billion in capital spending that Google plans to spend this year. The company is already in the process of selling a record $85 billion in equity to cover some of that, leaving another $100 billion to go.
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