Overview
- Replit will deepen its use of Google Cloud infrastructure and services, with Google remaining its primary cloud provider for scaling deployments such as Cloud Run, GKE, and BigQuery.
- The companies will add more Google AI models to Replit’s platform to enable business users to build software from plain-language prompts, expanding support for enterprise AI coding use cases.
- Google positions the partnership as a competitive move against Anthropic and Cursor, which recently reported major commercialization milestones including $1 billion run-rate revenues.
- Replit’s rapid expansion underpins the deal, with a $250 million raise at a $3 billion valuation and annualized revenue jumping from $2.8 million to $150 million in under a year; the CEO has projected $1 billion in revenue by the end of 2026.
- Third-party Ramp data shows Replit leading in new-customer growth among software vendors, while Google is adding customers and spending fastest on the platform, and Replit highlights integrations with BigQuery, Databricks, and Snowflake for enterprise data builds.