Lovable signs multi-year deal with Google Cloud to up usage 5x, source says

据消息人士透露，Lovable 与 Google Cloud 签署多年协议，使用量将提升 5 倍

Lovable and Google announced an expanded multi-year collaboration on Wednesday. Lovable, the fast-growing Stockholm vibe-coding startup, has long been a Google Cloud user. Under the new agreement, it will be a much bigger one. Lovable 与 Google 周三宣布扩大双方的多年期合作关系。Lovable 是一家总部位于斯德哥尔摩、发展迅速的“氛围编程”（vibe-coding）初创公司，长期以来一直是 Google Cloud 的用户。根据这项新协议，其使用规模将大幅提升。

While the companies did not disclose the dollar figure, a person with knowledge of the deal tells TechCrunch it involves a fivefold increase in Lovable’s footprint on Google Cloud, including AI usage. As part of the deal, this individual tells us, Lovable will gain expanded access to both Anthropic’s Claude — the AI model widely used for coding tasks — and Google’s own Gemini models. 虽然双方并未披露具体金额，但一位知情人士向 TechCrunch 透露，该协议涉及 Lovable 在 Google Cloud 上的业务足迹增加五倍，其中包括 AI 使用量。据该人士称，作为协议的一部分，Lovable 将获得更广泛的权限，以使用 Anthropic 的 Claude（广泛用于编程任务的 AI 模型）以及 Google 自家的 Gemini 模型。

The Anthropic piece in particular is interesting. Google invested $10 billion in Anthropic in cash and compute credits in April, promising another $30 billion if Anthropic hits certain performance targets. It made that investment at a $350 billion valuation — just one month before Anthropic raised a staggering $65 billion round that valued the company at nearly $1 trillion. This deal stands to help Anthropic hit those targets, because Lovable is one of Europe’s fastest-growing startups on record. 其中关于 Anthropic 的部分尤为引人注目。Google 在 4 月向 Anthropic 投资了 100 亿美元的现金和计算额度，并承诺如果 Anthropic 达到特定的绩效目标，将再追加 300 亿美元。当时该投资的估值为 3500 亿美元——仅仅一个月后，Anthropic 就完成了高达 650 亿美元的融资，估值接近 1 万亿美元。这项协议将有助于 Anthropic 实现这些目标，因为 Lovable 是欧洲历史上增长最快的初创公司之一。

According to Lovable, it crossed $400 million in annualized revenue in February, having added $100 million in a single month with just 146 employees. The company claims to have more than half of Fortune 500 companies use its product in some fashion. 据 Lovable 称，其年化收入在 2 月份突破了 4 亿美元，仅用 146 名员工就在一个月内增加了 1 亿美元的收入。该公司声称，超过半数的财富 500 强企业以某种方式使用了其产品。

The deal also plugs Lovable into several other parts of Google’s ecosystem. Lovable’s new agent will be available through Google Cloud’s enterprise agent marketplace, the Gemini Enterprise Agent Gallery — an arrangement the two companies first telegraphed at Google’s major U.S. cloud conference in April. And to help secure the code that both humans and agents write, Lovable will integrate with Wiz, Google’s biggest ever acquisition at $32 billion, which officially closed only in March, a year after it was announced. The integration will allow Wiz to identify and remediate security problems in real time. 该协议还将 Lovable 接入了 Google 生态系统的其他多个部分。Lovable 的新智能体（agent）将通过 Google Cloud 的企业智能体市场“Gemini Enterprise Agent Gallery”提供——这是两家公司在 4 月份 Google 美国大型云大会上首次透露的安排。为了帮助保护人类和智能体编写的代码，Lovable 将与 Wiz 进行集成。Wiz 是 Google 史上最大的一笔收购（金额为 320 亿美元），该收购在宣布一年后，于今年 3 月正式完成。此次集成将使 Wiz 能够实时识别并修复安全问题。

By selling Lovable’s agents through Google’s marketplace, the cloud giant says enterprise procurement and billing will be simplified, making it easier for Lovable to land more enterprise customers. The calculus for Google is simple enough. If it can keep both Lovable and Anthropic growing by attracting deep-pocketed enterprises, the revenue helps fund the $180 billion to $190 billion in capital expenditures Google plans to spend this year. The company is already in the process of selling a record-breaking $85 billion in equity to cover some of that, so only another $100 billion or so to go. 这家云巨头表示，通过 Google 的市场销售 Lovable 的智能体，将简化企业采购和计费流程，使 Lovable 更容易获得更多企业客户。对于 Google 来说，算盘打得很简单：如果它能通过吸引财力雄厚的企业来保持 Lovable 和 Anthropic 的增长，这些收入将有助于资助 Google 今年计划投入的 1800 亿至 1900 亿美元资本支出。该公司目前正在出售创纪录的 850 亿美元股票以覆盖部分支出，因此还需筹集约 1000 亿美元。