Startups & Funding

Lovable expands Google Cloud deal, targets 5x usage surge

The vibe-coding startup hits $400M ARR with only 146 employees.

Deep Dive

Lovable, the fast-growing Stockholm vibe-coding startup, announced a multiyear collaboration with Google Cloud that will multiply its cloud and AI footprint by five times. The exact financial terms were not disclosed, but the deal significantly expands Lovable's access to both Anthropic's Claude and Google's Gemini models — a strategic move that helps Anthropic hit performance metrics tied to Google's $10 billion investment and potential additional $30 billion. Lovable itself has become a European standout, crossing $400 million in annualized revenue in February with just 146 employees, and claims over half of Fortune 500 companies use its platform.

Beyond model access, Lovable's new coding agent will be distributed through Google Cloud's Enterprise Agent Gallery, simplifying enterprise procurement and billing. The startup will also integrate with Wiz, Google's $32 billion security acquisition, enabling real-time code security remediation. For Google, this deal not only boosts its ecosystem but helps offset its massive $180-$190 billion capital expenditures by keeping both Lovable and Anthropic growing among enterprise customers.

Key Points
  • Lovable will increase its Google Cloud and AI usage by 5x under a multiyear deal
  • The agreement provides expanded access to Anthropic Claude and Google Gemini models
  • Lovable's agents will be sold via Google's Enterprise Agent Gallery with Wiz security integration

Why It Matters

Enterprises gain streamlined AI coding agents with built-in security, simplifying procurement and accelerating development.