Google to pay SpaceX $920M monthly for AI compute access through 2029
By
Sean O'Kane
Crisp on the outside, thoughtful on the inside. A keeper.
Summary
SpaceX has secured a major compute deal with Google, where Google will pay $920 million per month from October 2026 through June 2029 for access to approximately 110,000 NVIDIA GPUs, CPUs, memory, and other components. This deal is similar in scope to SpaceX's earlier agreement with Anthropic, where Anthropic agreed to pay $1.25 billion per month through 2029 for compute access. The deal comes ahead of SpaceX's anticipated IPO and reflects surging demand for AI computing infrastructure.
Key quotes
· 3 pulledSpaceX has lined up another compute deal ahead of its historic IPO, this time with Google.
Under the terms of the deal, Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to 'approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.'
The deal is similar in length and scope to the one SpaceX announced with Anthropic in late May.
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