内容来源：https://techcrunch.com/2026/06/03/lovable-signs-multi-year-deal-with-google-cloud-to-up-usage-5x-source-says/

内容总结：

谷歌与瑞典AI初创公司Lovable扩大合作：云服务规模增长五倍，整合Claude与Gemini模型

周三，谷歌与瑞典快速增长的“氛围编码”初创公司Lovable宣布扩大多年期合作。这家总部位于斯德哥尔摩的初创公司一直是谷歌云的用户，而根据新协议，其云服务使用规模将大幅提升。

据知情人士透露，虽然双方未公开具体金额，但Lovable在谷歌云上的资源占用（包括AI使用量）将增长五倍。作为协议的一部分，Lovable将获得对Anthropic旗下用于编程的Claude模型以及谷歌自家Gemini模型的更大访问权限。

特别值得注意的是Anthropic的参与。谷歌曾于4月向Anthropic投资100亿美元（含现金及计算信用额度），并承诺若Anthropic达到特定业绩目标，将追加300亿美元投资。该投资基于3500亿美元估值，而仅一个月后Anthropic就以近1万亿美元估值完成了惊人的650亿美元融资。由于Lovable是欧洲有史以来增长最快的初创公司之一，这项合作有望帮助Anthropic实现上述目标。据Lovable称，其年化收入已在2月突破4亿美元，仅用146名员工就实现单月增收1亿美元，且超过一半的世界500强企业都在以某种形式使用其产品。

此外，该协议还将Lovable深度嵌入谷歌生态。Lovable的新代理将通过谷歌云的企业代理市场“Gemini企业代理画廊”提供——双方早在4月谷歌美国云计算大会上就已透露这一安排。为保障人类与AI代理编写的代码安全，Lovable还将整合谷歌史上最大收购（320亿美元）的云安全公司Wiz，该收购已于3月正式完成。整合后，Wiz能够实时发现并修复安全问题。

谷歌方面表示，通过谷歌市场销售Lovable的代理，将简化企业采购和计费流程，帮助Lovable更容易获取企业客户。

对谷歌而言，逻辑非常清晰：如果能通过吸引资金雄厚的企业客户，同时推动Lovable和Anthropic增长，这笔收入将有助于覆盖谷歌今年计划投入的1800亿至1900亿美元资本支出。公司目前已在通过出售创纪录的850亿美元股权来支付部分开支，剩下大约还需1000亿美元。

中文翻译：

Lovable 与谷歌于周三宣布扩大多年合作。这家总部位于斯德哥尔摩、快速增长的"氛围编程"初创公司长期以来一直是谷歌云的用户。根据新协议，其使用规模将大幅增加。

尽管两家公司未披露交易金额，但一位知情人士告诉TechCrunch，这项协议将使Lovable在谷歌云上的业务规模（包括AI使用量）增长五倍。该知情人士称，作为协议的一部分，Lovable将获得更广泛接入Anthropic的Claude（广泛用于编程任务的AI模型）以及谷歌自家Gemini模型的权限。

其中与Anthropic的合作尤其值得关注。谷歌于4月以现金和计算积分形式向Anthropic投资100亿美元，并承诺若Anthropic达到特定业绩目标，将再追加300亿美元投资。该笔投资对Anthropic的估值为3500亿美元——而仅一个月后，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达成目标，因为Lovable是欧洲有史以来发展最快的初创公司之一。据Lovable透露，该公司2月年化收入已突破4亿美元，仅凭146名员工就在单月内增加了1亿美元收入。该公司声称，超过半数财富500强企业以某种形式使用其产品。

该协议还将Lovable与谷歌生态系统的多个其他部分连接起来。Lovable的新智能体将通过谷歌云的企业智能体市场——Gemini企业智能体库——提供，这是两家公司今年4月首次在谷歌美国大型云会议上预告的安排。为了保障人工与智能体编写的代码安全，Lovable将整合沃茨公司（Wiz）——谷歌以320亿美元完成的史上最大收购案，该交易在宣布一年后于今年3月正式完成。此次整合将使沃茨能够实时识别并修复安全问题。

谷歌云表示，通过在其市场上销售Lovable的智能体，企业采购和计费流程将得到简化，使Lovable更容易获得更多企业客户。

对谷歌而言，这笔账算得很清楚。如果能通过吸引财力雄厚的企业客户来推动Lovable和Anthropic共同增长，所获收入将有助于支撑谷歌计划今年投入的1800亿至1900亿美元资本支出。该公司已在推进创纪录的850亿美元股权融资来覆盖部分开支，接下来只需再筹措约1000亿美元。

英文来源：

Lovable and Google announced an expanded multiyear 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.
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.
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. 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 that more than half of Fortune 500 companies use its product in some fashion.
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 in March, a year after it was announced. The integration will allow Wiz to identify and remediate security problems in real time.
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.