Google has agreed to pay SpaceX $920M per month from Oct 2026–Jun 2029 for access to 110,000 NVIDIA GPUs and related compute, according to an SEC filing. The deal supports surging demand for Gemini Enterprise, Google’s agentic AI platform, and could generate ≈$30B for SpaceX over 32 months. It follows Anthropic’s $1.25B/month Colossus contract, bolstering SpaceX’s AI infrastructure ahead of its IPO.
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Google to pay SpaceX $920 million monthly for AI computing capacity
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