Elon Musk's SpaceX turns Google into a $920 million-a-month compute customer

Elon Musk's SpaceX signed Google to a compute rental agreement worth $920 million per month, according to a SpaceX regulatory filing on Friday. The deal grants Google's AI organization access to approximately 110,000 NVIDIA GPUs and other components from October 2026 through June 2029, implying $30.36 billion in gross contracted payments over the full term. The agreement positions Google as SpaceX's largest compute customer, underscoring the escalating demand for AI infrastructure.

Elon Musk's SpaceX has signed Google to a compute rental agreement worth $920 million a month, according to a SpaceX regulatory filing on Friday that was first reported by TechCrunch. The deal gives Google's AI organization access to "approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components" from October 2026 through June 2029, according to the filing. On a simple monthly basis, that implies $30.36 billion of gross contracted payments if the agreement runs for the full 33...