How AI startups drive Google's thriving cloud business

Google Cloud has signed up for AI coding startups Lovable and Windsurf as new customers, enhancing its competitive edge with AWS and Microsoft Azure. Google Cloud's annual operating revenue is $50 billion, with new revenue expected to reach $58 billion in two years, currently serving 60% of global generative AI startups. Both companies use Gemini 2.5 Pro on Google’s infrastructure, reflecting the growth in the cloud computing industry is driven by the cost of AI model training, which is expected to exceed $400 billion by 2025.