Google partners with Replit, in vibe-coding push

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CNBC Finance

Dec 04, 2025

3 min read

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Key Points
  • Google Cloud is locking in a multi-year partnership with AI coding startup Replit
  • Google is betting on Replit as a breakout platform in the fast-growing vibe-coding phenomenon
  • Replit will expand use of Google Cloud services, add Google models onto its platform, support AI coding use-cases

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, including Anthropic and Cursor. 

Under the partnership, Replit will expand usage of Google Cloud services, add more of Google's models onto its platform, and support AI coding use cases for enterprise customers.

Google will continue to be Replit's primary cloud provider. 

"The goal for us, and Google, is to make enterprise vibe-coding a thing," Replit founder and CEO Amjad Masad said. "We want to show the world that these tools are actually going to transform businesses and how people work. Instead of people working in silos, designers only doing design, product managers only write … now anyone in the company can be entrepreneurial."

Replit, founded nearly a decade ago, is a leader in the fast-growing AI vibe-coding space.

In September, the startup closed a $250 million funding round that almost tripled its valuation to $3 billion, and said it grew annualized revenue from $2.8 million to $150 million in less than a year. 

And new data from Ramp, a fintech company that also tracks enterprise spending on its platform, found that Replit had the fastest new customer growth among software vendors. Google, meanwhile, is adding new customers and spending faster than any other company on Ramp's platform.

Put those together, and you get a clearer picture of why both companies see opportunity.

Vibe-coding emerged as a phenomenon earlier this year after AI models became more adept at generating code using only natural language prompts, allowing users with little experience in programming to use AI to create functioning code and potentially full applications. 

Anthropic announced on Tuesday that its product Claude Code hit $1 billion in run-rate revenue. The coding startup Cursor, in November, closed a funding round that valued it at $29.3 billion, while also announcing it reached $1 billion in annualized revenue. 

Replit, which bills itself as an easy-to-use product for non-developers, could help drive Google Cloud adoption among enterprises, and expand the reach of its AI efforts beyond traditional engineers. 

Google is riding on the momentum of its new top-scoring model, Gemini 3. Shares of Alphabet have risen more than 12% since its debut. 

Published

December 04, 2025

Thursday at 8:33 PM

Reading Time

3 minutes

~407 words

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