Lovable, the fast-growing Stockholm coding startup, has signed an expanded multiyear deal with Google Cloud that will increase its infrastructure usage by five times. The agreement gives Lovable broader access to both Anthropic’s Claude AI model and Google’s Gemini models.
While the companies didn’t share financial details, a source familiar with the deal tells TechCrunch the partnership represents a significant expansion of Lovable’s Google Cloud footprint. The Stockholm-based company, which specializes in AI-powered coding tools, has been using Google Cloud for some time but will now become a much larger customer.
The timing matters for several reasons. Lovable has become one of Europe’s fastest-growing startups, crossing $400 million in annualized revenue in February after adding $100 million in a single month with just 146 employees. The company claims more than half of Fortune 500 companies use its product in some capacity.
The Claude access is particularly noteworthy given Google’s massive investment in Anthropic. Google put $10 billion into the AI company in April at a $350 billion valuation, with promises of another $30 billion if Anthropic hits performance targets. Just one month later, Anthropic raised $65 billion more at nearly a $1 trillion valuation. Lovable’s growth could help Anthropic reach those Google-set milestones.
The partnership extends beyond just cloud infrastructure. Key components include:
- Lovable’s new agent will be available through Google Cloud’s Gemini Enterprise Agent Gallery
- Integration with Wiz, Google’s $32 billion acquisition that closed in March, for real-time security monitoring
- Simplified enterprise procurement and billing through Google’s marketplace
The Wiz integration addresses a critical need in AI-powered development. It will identify and fix security problems in real time as both human developers and AI agents write code. This capability becomes more important as companies rely increasingly on AI tools for software development.
For Google, the deal fits into its broader strategy of keeping major AI companies growing on its platform. The company plans to spend $180 billion to $190 billion in capital expenditures this year and is already selling a record $85 billion in equity to help fund that investment. Revenue from customers like Lovable and Anthropic helps justify those massive outlays.
The partnership also reflects how cloud providers are bundling AI capabilities to attract enterprise customers. By offering simplified procurement through its marketplace, Google aims to make it easier for Lovable to land more enterprise deals. This approach mirrors strategies across the cloud industry, where providers package AI models, infrastructure, and enterprise tools into comprehensive offerings.
