TLDR
- GOOG jumps 3.46% on $10B Meta cloud deal and AI tools in 180 nations.
- Alphabet surges as Meta taps Google Cloud, AI goes global in 180 nations.
- Google lands $10B Meta deal, rolls out AI Mode globally, stock pops 3.5%.
- GOOG soars with Meta cloud pact, AI Ultra expansion thrills global users.
- Google Cloud scores big with Meta, AI Mode hits 180 countries worldwide.
Alphabet Inc.(GOOG ) Shares surged 3.46% to close at $207.57, driven by two major developments. These include a $10 billion cloud deal with Meta and a significant global rollout of AI-based services.
Google Secures $10 Billion Cloud Deal with Meta Platforms
Google finalized a six-year cloud computing agreement with Meta Platforms valued at over $10 billion. Under the deal, Meta will utilize Google’s servers, networking, storage, and cloud services to expand its infrastructure. The partnership marks Google’s second major win in the cloud space after a separate agreement with OpenAI.
$GOOGL & $META STRIKE 6-YEAR $10B DEAL FOR META TO RUN ON GOOGLE CLOUD INFRASTRUCTURE pic.twitter.com/rx1a4KYEZp
— Shay Boloor (@StockSavvyShay) August 21, 2025
This move comes amid Meta’s ongoing investment in massive AI data centers, which Zuckerberg previously forecasted as a multi-billion-dollar effort. Recently, Meta adjusted its capital expenditures to a range of $66 billion to $72 billion, reflecting increased AI infrastructure needs. To manage these costs, the company is also selling off $2 billion in data center assets.
Earlier this year, OpenAI also began integrating Google Cloud services, signaling a new phase of competitor collaboration. These developments suggest that Google is becoming a preferred choice for large-scale AI computing support.
Google Expands AI Mode to 180 Countries
Google expanded its AI Mode feature globally, making it available in 180 additional countries as of August 21, 2025. This expansion includes features such as an agentic restaurant finder, which is available through the premium AI Ultra subscription. The new tool allows users to make reservations through Search using real-time data and personalized inputs.
The global rollout follows the success of AI Overviews, which now serves over 1 billion monthly users across more than 100 countries. With the expansion, Google aims to evolve its Search functionality from basic query response to autonomous task execution. This includes personalized services like ticket bookings and appointment scheduling in the coming months.
These AI features use Gemini models that adapt based on user history to deliver tailored suggestions and outcomes. Google plans to introduce collaborative tools for shared experiences, which would support group decision-making through Search. This strategy enhances Google’s global reach while encouraging AI Ultra upgrades.
Strategic Growth and AI Integration Fuel Momentum
Google’s cloud business reported a 32% revenue increase in Q2, driven by enterprise demand and large-scale AI deals. The new Meta agreement further strengthens this momentum, enhancing its enterprise service portfolio. With growing adoption, Google continues building infrastructure to support global AI operations.
The stock’s intraday jump between 1 PM and 2 PM reflects the market’s reaction to these AI-driven advancements. Users on social platforms echoed enthusiasm for Google’s ability to automate complex real-time tasks. As the company expands AI services while securing billion-dollar deals, its influence across cloud and AI sectors is increasing rapidly.
