Google will pay SpaceX $920 million a month for compute
A SpaceX filing shows Google renting about 110,000 NVIDIA GPUs from October 2026 through June 2029.
The deal
Per a SpaceX regulatory filing, Google will pay $920 million per month for compute:
- From October 2026 through June 2029.
- About 110,000 NVIDIA GPUs plus CPUs and memory.
- Either side can end it with 90 days' notice after December 31, 2026.
Comparison
Anthropic has a similar SpaceX deal at $1.25 billion per month.
Why
Google called it "a short-term, timely agreement to ensure we have bridge capacity." Alphabet expects 2026 capex above $180 billion.
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