“Meta will rely on Google Cloud’s infrastructure to support its massive AI data center buildout, as the company ramps up capital spending into the tens of billions.”
Meta built one of the largest private cloud infrastructures on Earth. They pioneered Open Compute. They designed their own servers, their own data centers, their own everything. Now they’re writing Google a $10 billion check for cloud capacity. The AI buildout is so capital-intensive that even Meta can’t keep up. Six years of lock-in to Google. That’s not a partnership. That’s a hostage situation with good PR.