%{{tag.tag}} {{articledata.title}} {{moment(articledata.cdate)}} @{{articledata.company.replace(" ","")}} comment %MetaPlatforms (NASDAQ: $META ) has reportedly signed an over-$10 billion, six-year cloud computing agreement with Google parent Alphabet - marking a significant partnership in the AI infrastructure race. Under the deal, Meta will harness Google Cloud's servers, storage, networking, and other services to power its expansive AI ambitions. The agreement underscores Google's growing prowess in the cloud sector, where it's vying for market share against long-standing rivals like AWS and Microsoft Azure. In Q2, Google Cloud delivered impressive 32% year-over-year revenue growth, totaling around $13.6 billion. For Meta, the $10+ billion commitment plays a crucial role in supporting its AI infrastructure, which includes multi-gigawatt compute clusters and a massive fleet of GPUs. These resources feed into its Superintelligence Labs and broader ambitions to develop advanced AI models across platforms like Llama and Behemoth. This partnership also reflects the changing dynamics of big-tech competition - where even fierce rivals collaborate to meet the enormous demands of AI development. As EMarketer puts it, "old rules of competition no longer apply" when infrastructure needs scale to such extremes. Alphabet shares climbed by around 1.35% to 2.4%, while Meta stock moved slightly higher.