Google will pay SpaceX $920M per month for compute
Google will pay SpaceX $920 million monthly for access to roughly 110,000 NVIDIA GPUs and related compute components.
SpaceX announced a major compute rental deal with Google one week before its expected Nasdaq debut. From October 2026 through June 2029, Google will pay $920 million per month for access to about 110,000 NVIDIA GPUs, plus CPUs, memory, and related components. The agreement resembles SpaceX’s recent Anthropic deal and includes a 90-day cancellation option after December 31, 2026.
TechCrunch reports that SpaceX, in the week before its expected listing on Nasdaq, announced a large compute-rental agreement with Google. According to regulatory filings cited in the report, Google will pay SpaceX $920 million per month from October 2026 through June 2029 to obtain the use of roughly 110,000 NVIDIA GPUs, along with CPUs, memory, and other related components. This is not a simple chip purchase, but the acquisition of data-center-grade computing capacity through a long-term contract, showing that AI infrastructure has become a core asset of common concern to both large tech companies and the capital markets.
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