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Meta just signed a six-year, $10 billion deal with Google Cloud to power its AI ambitions. This surprising partnership brings two rivals together and reshapes the balance of power in the cloud wars between AWS, Microsoft Azure, and Google Cloud.
In this episode of Tech It From Me, I break down:
- Why Meta needs Google’s AI infrastructure (and its custom TPU chips)
- Why this is a breakthrough moment for Google Cloud
- How AWS, Azure, and Google are competing in the next phase of the cloud wars
- What this deal reveals about the future of AI infrastructure spending
- The irony of “coopetition” as Meta and Google work together despite being ad rivals
If you’re curious about how AI is driving record-breaking cloud deals — and what this means for the future of technology — this is an episode you won’t want to miss.
📖 Read the full write-up: Meta’s $10B Google Cloud Deal Fuels AI and Cloud Wars