SpaceX seals a colossal $920M-a-month AI compute pact with Google

SpaceX disclosed a deal with Google to lease 110,000 Nvidia GPUs and related hardware for AI workloads from Oct 2026 to Jun 2029 at $920 million per month, with capacity ramping starting Sept 2026 and a one-month grace period if not ready; either side can terminate with 90 days’ notice after Dec 31, 2026. The arrangement follows SpaceX's prior GPU rental to Anthropic and underscores its expanding AI-infrastructure push ahead of an anticipated IPO valued around $1.8 trillion, with Grok AI competing against Claude and Google's Gemini and OpenAI's ChatGPT.