Google Cloud Lures AI Startups with GPUs & Gemini, Hits $50B+ Run Rate
Google Cloud is attracting AI startups — including vibe-coding unicorns Lovable and Windsurf — by offering GPU clusters, large cloud credits and access to Gemini models. The division, one of Google's fastest-growing, hit a ~$50B+ run rate and is signing billions in new revenue. About 60% of generative AI startups and nine of the top ten AI labs now use Google Cloud, powering its surge vs. AWS and Azure.