On February 28, Google Cloud announced primary computing partnerships with AI startups Lovable and Windsurf, granting both firms priority access to optimized GPU clusters and infrastructure for large-scale model training and inference workloads.

Unlike equity-backed arrangements by competitors, these deals involved no cash or stock investments, focusing solely on service provisions and highlighting Google’s approach to grow its AI customer base without capital commitments.

Analysts note the partnerships broaden Google Cloud’s AI services catalog and may drive incremental service revenue, though the absence of investment reduces direct impact on enterprise valuations compared with major competitor-backed deals.