SpaceX signs $920M monthly compute deal with Google; data center revenue projected to surpass Starlink and launch services by 2025
By
Jowi Morales
An everything bagel for the brain. Substantive, layered, well-seasoned.
Summary
SpaceX has signed a multi-year deal with Google to provide compute capacity worth $920 million per month, starting October 2026 through June 2029. The deal includes 110,000 Nvidia GPUs plus CPUs, memory, and other AI processing components. Google will pay a reduced monthly fee as SpaceX gradually brings server racks online through September 2027. The article projects SpaceX's annual data center revenue will exceed its combined revenue from Starlink, launch services, and AI in 2025.
Key quotes
· 4 pulledSpaceX just announced that it closed a multi-year deal to provide compute capacity to Google.
The agreement, which is worth $920 million per month, will begin in October 2026 and is expected to continue until June 2029.
The transaction includes 110,000 Nvidia GPUs, plus CPUs, memory, and all other components needed for AI processing.
Google will pay a reduced monthly fee as the company brings more server racks online through September 30, 2027.
You might also wanna read
SpaceX signs $920M/month AI compute deal with Google ahead of planned IPO
SpaceX has signed a deal with Google to provide AI compute capacity for $920 million per month, using about 110,000 Nvidia GPUs and other ha
cnbc.com·2d agoSpaceX signs $920M/month AI compute deal with Google ahead of planned IPO
SpaceX has signed a deal with Google to provide AI compute capacity for $920 million per month, using about 110,000 Nvidia GPUs and other ha
cnbc.com·2d ago
Anthropic to pay SpaceX $15 billion annually for AI data center access, IPO filing reveals
SpaceX's IPO filing reveals that Anthropic has agreed to pay $1.25 billion per month (approximately $15 billion annually) through May 2029 f
The Verge·20d ago
Companies Explore Space-Based Data Centers as SpaceX Acquires xAI for $1.25 Trillion Venture
The article discusses the emerging trend of companies exploring space-based data centers, with SpaceX acquiring xAI to form a $1.25 trillion
civai.org·4mo ago
SpaceX Secures Option to Acquire AI Startup Cursor for $60 Billion
SpaceX has entered into a deal with AI startup Cursor that gives SpaceX the option to acquire the code-writing software company for $60 bill
nytimes.com·1mo ago
Nvidia Reports Record Q3 2026 Earnings: Data Center Revenue Hits $51.2 Billion with $10 Billion Quarterly Growth
Nvidia reported record-breaking Q3 2026 earnings with $57 billion in revenue and $51.2 billion from its data center business, representing a
The Verge·6mo ago
Tech Companies Explore Space-Based Data Centers as AI Infrastructure Demands Grow
The article discusses how tech billionaires and major AI companies are exploring space-based data centers as a solution to Earth's limitatio
The Verge·5mo ago