Google Cloud has announced a multi-year partnership with Replit, an AI coding startup, as both companies seek to gain an edge in the fast-growing market for AI-powered coding tools against competitors such as Anthropic and Cursor.
The big picture: Replit will increase its use of Google Cloud infrastructure and integrate more Google AI models into its platform, supporting a wide range of enterprise AI coding applications.
- Google will remain Replit’s primary cloud provider under the new deal.
What they’re saying: “The goal for us, and Google, is to make enterprise vibe-coding a thing,” said Replit founder and CEO Amjad Masad, highlighting a vision where AI tools break down silos and allow anyone at a company – beyond just engineers – to contribute to coding projects.
Driving the news: Vibe-coding refers to using AI models to generate code from natural language prompts, letting people with little programming experience create code or applications.
- Replit, founded nearly a decade ago, recently closed a $250 million funding round that nearly tripled its valuation to $3 billion; its annualized revenue grew from $2.8 million to $150 million in less than a year.
- Ramp, a fintech tracking enterprise software spending, reported Replit is experiencing the fastest new customer growth among software vendors, while Google leads in new customers and spending increases on Ramp’s platform.
Go deeper: Rivals are also seeing rapid growth: Anthropic’s Claude Code AI product just hit a $1 billion revenue run rate, and Cursor reached a $29.3 billion valuation after a funding round and also reported $1 billion in annualized revenue.
- The Google-Replit partnership is intended to help drive Google Cloud adoption among enterprises and broaden the impact of its AI beyond traditional developer roles.
- The announcement comes as Google sees success with its latest AI model, Gemini 3, helping boost Alphabet shares by more than 12% since its release.
