title.Google Teams Up with Replit for a Vibe-Coding Push

Google Cloud announced Thursday a multi‑year partnership with artificial‑intelligence coding startup Replit, giving the search giant fresh firepower against the coding products of rivals such as Anthropic and Cursor.

Under the agreement, Replit will broaden its use of Google Cloud infrastructure, integrate additional Google AI models into its platform, and develop AI‑driven coding solutions for enterprise customers. Google will remain Replit’s primary cloud provider.

“The goal for us, and Google, is to make enterprise‑wide AI‑assisted coding a reality,” said Replit founder and CEO Amjad Masad. “We want to demonstrate that these tools can transform businesses and the way people work. Instead of isolated silos—designers only doing design, product managers only writing specs—anyone in a company can become entrepreneurial.”

Founded nearly a decade ago, Replit has emerged as a leader in the rapidly expanding AI‑assisted coding market. In September the company closed a $250 million financing round that pushed its valuation to roughly $3 billion and claimed to have grown annualized revenue from $2.8 million to $150 million in less than a year.

Data from Ramp, a financial‑technology platform that tracks enterprise software spend, shows Replit recorded the fastest new‑customer growth among software vendors, while Google Cloud added new customers and increased spending faster than any other provider on the same platform. The parallel trajectories highlight why both firms see substantial upside in deepening their collaboration.

The term “AI‑assisted coding” gained traction earlier this year as large language models became proficient at generating functional code from natural‑language prompts. This capability lowers the barrier for non‑programmers to build applications, accelerating adoption across a broader business audience.

Anthropic announced that its Claude Code product reached a $1 billion run‑rate, while Cursor—a startup focused on AI‑enhanced development tools—secured a funding round that valued it at $29.3 billion and also reported $1 billion in annualized revenue. The surge in revenue among these niche players underscores a market that’s rapidly moving from experimental labs to core enterprise revenue streams.

Replit’s positioning as an easy‑to‑use platform for non‑developers could act as a catalyst for Google Cloud adoption beyond traditional engineering teams. By bundling Google’s next‑generation Gemini 3 model with Replit’s low‑code environment, the partnership aims to capture a segment of the enterprise market that has so far been underserved by conventional cloud and developer tools.

Google’s broader AI strategy is also gaining momentum. The Gemini 3 model, which has received top‑scoring benchmarks, has helped lift Alphabet’s share price by more than 12 percent since its debut, indicating strong investor confidence in the company’s AI trajectory.

From a strategic perspective, the collaboration serves multiple objectives:

• Revenue diversification: Embedding AI coding services into Google Cloud expands the company’s value proposition beyond infrastructure and classic SaaS offerings.
• Competitive moat: By providing a turnkey solution for AI‑assisted development, Google can differentiate its cloud platform from rivals such as Amazon Web Services and Microsoft Azure, which are also courting AI‑first developers.
• Enterprise penetration: Replit’s focus on non‑technical users opens new channels into business units that historically rely on low‑code/no‑code tools, potentially increasing the average spend per customer on Google Cloud services.

Analysts expect the AI‑assisted coding market to grow at a compound annual growth rate of 45 percent through 2030, driven by rising demand for rapid application development, increased automation, and the need to shorten time‑to‑market. If Google and Replit can secure a meaningful share of this expanding market, the partnership could translate into billions of dollars of incremental cloud revenue over the next five years.