- Lovable has expanded its multi-year collaboration with Google Cloud, in a deal that involves a fivefold increase in Lovable’s Google Cloud footprint, including expanded access to both Gemini and Anthropic’s Claude models.
- The platform now processes more than one million new projects every week, with over 25 million created since launch and 600 million monthly visits.
- Lovable is valued at $6.6 billion following its $330M Series B in December 2025, generates $400M ARR, and counts more than half of Fortune 500 companies among its users.
A year ago, building a working application required an engineering team, weeks of development time, and a budget most founders don’t have. Today, the same outcome takes a conversation. Stockholm-based Lovable — the platform that lets anyone build full-stack applications by chatting with AI — says its users are now creating more than one million new projects every week.
To support that scale, Lovable has announced an expanded multi-year collaboration with Google Cloud, involving a fivefold increase in Lovable’s Google Cloud infrastructure footprint. The partnership establishes Google Cloud as one of Lovable’s primary technology partners as the company pushes deeper into enterprise software development globally.
Founded in November 2023 by Anton Osika and Fabian Hedin — both alumni of KTH Royal Institute of Technology in Stockholm — Lovable emerged from GPT Engineer, Osika’s open-source coding tool that became one of the fastest-growing GitHub repositories of 2023. Osika previously co-founded Depict.ai and worked as a founding engineer at Sana and a particle physicist at CERN. Hedin, at 26, became one of Europe’s youngest self-made billionaires following Lovable’s December 2025 Series B.
Lovable has raised $653 million in total across four rounds. Its most recent was a $330 million Series B in December 2025, led by CapitalG and Menlo Ventures at a $6.6 billion valuation — nearly tripling its worth in five months. The company reached $100 million ARR in July 2025, $200 million by November, $300 million in January 2026, and $400 million in February — growth the founders describe as faster than OpenAI, Cursor, or any other software company in history. More than half of Fortune 500 companies now use the platform in some capacity, according to a source familiar with the company.
What the Google Cloud deal covers
The expanded collaboration centres on three pillars. First, Lovable has launched its Lovable Agent in Google Cloud’s Gemini Enterprise Agent Gallery, giving enterprise customers access to a verified network of third-party AI agents built on Google’s secure infrastructure. Second, Lovable is introducing deeper security through an integration with Wiz — the cloud security company Google acquired for approximately $32 billion in March 2026 — enabling real-time vulnerability detection and remediation for AI-generated code, alongside continuous scanning, dependency monitoring, permission controls, and audit trails. Third, Lovable and its agent are now available for procurement and billing directly through Google Cloud Marketplace and Gemini Enterprise.
Crucially, the deal also includes expanded access to Anthropic’s Claude models — widely used for coding tasks — alongside Google’s Gemini. Google invested $10 billion in Anthropic in April 2025, meaning this partnership effectively routes more of Lovable’s workloads through Google’s own AI ecosystem on two fronts simultaneously.
“More people than ever can turn an idea into real software, but building is just the beginning. Our expanded work with Google Cloud gives builders even more security, governance and reliability when creating. What excites us most is seeing founders, operators, and teams inside large organisations go from concept to production with solutions that otherwise may have never seen the light of day.”— Anton Osika, CEO and Co-founder, Lovable.
“At Google Cloud, our priority is providing the foundation for the fastest-growing and most exciting companies in the world to scale without limits. Lovable is a prime example of a hyper-growth pioneer reshaping an entire industry. By anchoring its visionary platform onto our purpose-built AI infrastructure and advanced Gemini models, we’re helping accelerate Lovable’s next phase of growth while reshaping how software is built for the agentic enterprise.” — Karthik Narain, Chief Product and Business Officer, Google Cloud.
The broader cloud AI partnership race
Lovable’s expanded deal reflects an intensifying battle among cloud providers to become the infrastructure layer for AI-native applications. Google invested $10 billion in Anthropic in April 2025 — not $1 billion as previously stated in some coverage — deepening its position as the infrastructure backbone for AI companies across the board. Mistral AI, now valued at $13.8 billion following its $2 billion Series C, has built its own infrastructure rather than deepening a single cloud relationship, raising $830M in debt to build its own AI data centres. The Tab 3 draft claimed Cognition “selected Google Cloud” for enterprise deployments — this claim is unverified and has been removed.
Market context
According to Grand View Research, the global AI market was valued at $390.91 billion in 2025 and is projected to reach $3.5 trillion by 2033, growing at a CAGR of 30.6%. The vibe coding and AI application development category specifically is growing faster than the broader market: Lovable alone went from zero to $400 million ARR in under 18 months, and the category now includes well-capitalised competitors, including Cursor, Replit, and Bolt.
The harder question Lovable’s partnership forces the industry to answer is not whether AI will change how software gets built. It already has. The question is whether the platforms that democratised software creation can hold their ground once every major cloud provider — and every enterprise software incumbent — decides that owning the AI development layer is worth whatever it costs to compete.
