1. Meta is considering Google's Gemini models for Facebook's ad business improvements. 2. Discussions with Google Cloud may strengthen Meta's advertising capabilities.
Collaboration with Meta could enhance Google's cloud revenue and market position, similar to how partnerships with companies like Salesforce previously benefited Google Cloud's growth trajectory.
The collaboration hints at potential revenue boosts and competitive edge for Google Cloud, impacting GOOG's valuation positively.
If successful, the integration of Gemini could generate sustained revenue for Google Cloud, reflecting long-term benefits seen from prior collaborations in cloud services.