spacex has a new compute lease deal with google that prices better than their anthropic deal
11:14 AM · Jun 5, 2026 · 11.5K Views
SpaceX S-1 filing reveals Google will pay $920 million monthly to lease 110,000 Nvidia GPUs
AI Judge changed title after evaluation, original title: "SpaceX to lease 110,000 Nvidia GPUs from Google in a $920 million per month cloud agreement"
SpaceX's AI cloud run rate now reaches $26 billion.
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Positive users hail SpaceX's $920M monthly Google AI compute deal as an impressive infrastructure move, while negative users attack reporters and others with accusations of anti-Elon bias or fraud.
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Sawyer Merritt@SawyerMerritt
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.
"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
17hViews 2.7MLikes 9.3KBookmarks 1.1K
BOOKMARKS1.2K
signüll@signulll
you're telling me anthropic & google are paying spacex ~$26b a year for compute?!!
this is more than half the run rate of openai & anthropic just from compute deals & that doesn't even factor in the rocket launches at all.
elon accidentally ended up owning a significant portion of three of the scarcest assets in ai.. power, chips, & physical deployment capability. the best lesson here is that if you’re selling picks & shovels during a gold rush, you don’t necessarily need to find the gold. you just need everyone else to keep digging. & also non software elon is pretty much unstoppable, like prime michael jordan type thing.
15hViews 560.7KLikes 8.2KBookmarks 1.2K
RETWEETS1.2KREPLIES455
Shaun Maguire@shaunmmaguire
SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
17hViews 2.4MLikes 6.2KBookmarks 532
Chamath Palihapitiya@chamath
SpaceX just paid for the http://X.ai acquisition many times over.
15hViews 524.2KLikes 5KBookmarks 313
Theo - t3.gg@theo
Google is now paying SpaceX nearly $1 billion every month for compute.
Yes, Google is paying SpaceX for compute. They're that desperate.
Sawyer Merritt@SawyerMerritt
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.
"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
14hViews 252.3KLikes 3KBookmarks 283
Zephyr@zephyr_z9
$920M for 110k GPUs Google is paying $11.6/hr for Blackwells
Sawyer Merritt@SawyerMerritt
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.
"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
16hViews 459.2KLikes 2.1KBookmarks 446
Austen Allred@Austen
Insane that a company can quietly add an extra $1B/mo in revenue right before IPO
Shaun Maguire@shaunmmaguire
SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
16hViews 94.7KLikes 1.3KBookmarks 51
Emad@EMostaque
This single deal is about the revenue of @CoreWeave to put it in perspective
@SpaceX is the largest neocloud & its AI cloud revenue at $26b run rate is actually at the level of Google Cloud & AWS already, catching up to Azure ($37b run rate)
Shaun Maguire@shaunmmaguire
SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
16hViews 66.5KLikes 579Bookmarks 98
Wall St Engine@wallstengine
SpaceX entered a cloud services agreement with Google for compute capacity, including ~110,000 NVIDIA GPUs, CPUs, memory, and related components.
$SPCX agreed to pay Google $920M per month from October 2026 through June 2029, with capacity ramping through September 2026.
If full access is not delivered by September 30, 2026, Google will apply a corresponding pro-rata reduction to the monthly fees.
The agreement can be terminated after December 31, 2026 with 90 days’ notice, while SpaceX retains ownership of its content, AI models, and related data.
17hViews 80.2KLikes 430Bookmarks 76
Gary Marcus@GaryMarcus
Last year: people had to steal GPU’s from armored trucks.
This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them.
Rohan Paul@rohanpaul_ai
SpaceX just disclosed a new Cloud Service Agreement with Google.
Google to pay SpaceX $920 million a month (about $11B a year) for compute capacity at xAI data centers
Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies that can finance, power, cool, and operate giant GPU fleets may gain leverage far outside their original business.
14hViews 61.2KLikes 293Bookmarks 19
Beff (e/acc)@beffjezos
Galactic banger
Shaun Maguire@shaunmmaguire
SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
16hViews 17.2KLikes 260Bookmarks 16
Gary Marcus@GaryMarcus
If scale was “all you need”, Elon would be hoarding LLMs, not leasing them.
Gary Marcus@GaryMarcus
Last year: people had to steal GPU’s from armored trucks.
This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them.
14hViews 10.3KLikes 199Bookmarks 11
Barnabas@barnabasdotexe
@theo Elon figured out step 2.
13hViews 4KLikes 271Bookmarks 11
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex
As I understand it, Anthropic is paying for Hoppers, and Google for Blackwells, so this is all fair. But what is interesting is that there was the cope: "ah we're just monetizing obsolete hardware… GORK 5 is Blackwell-only anyway". Seems like it was a "just the tip" moment.
wh@nrehiew_
Interesting to compare this with the SpaceX-Anthropic deal which is almost 2x cheaper
Google is paying $11.60/hour per GPU Anthropic is paying $5.26/hour per GPU
8hViews 10.2KLikes 103Bookmarks 25
Rohan Paul@rohanpaul_ai
SpaceX just disclosed a new Cloud Service Agreement with Google.
Google to pay SpaceX $920 million a month (about $11B a year) for compute capacity at xAI data centers
Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies that can finance, power, cool, and operate giant GPU fleets may gain leverage far outside their original business.
15hViews 51.7KLikes 75Bookmarks 9
kache@yacineMTB
Neoclouds laughing
Zephyr@zephyr_z9
$920M for 110k GPUs Google is paying $11.6/hr for Blackwells
8hViews 19.1KLikes 128Bookmarks 11
Rohan Paul@rohanpaul_ai
Anthropic previously committed to paying SpaceX $1.25B per month for GPU compute.
With the new Google cloud deal that was disclosed today, adding $920mil monthly, the two AI labs (Google + Anthropic) together are now collectively paying SpaceX $2.17B per month, a huge $26 billion annualized revenue run rate.
To note, Alphabet also has made a huge gain from backing SpaceX. Google invested about $900M in SpaceX in Jan-2015, for roughly 7%, when SpaceX’s valuation was around $12 B.
And SpaceX now targets a $1.75T IPO valuation. A reported 6.11% Google stake at 12-25 would be worth about $107B at $1.75T, while a diluted 5% stake would be worth about $87.5B .
Against a roughly $900M entry cost, that implies around 97x to 119x on paper, before taxes, lockups, dilution, or any discount investors apply after trading starts.
The business shift is also important: Alphabet first backed SpaceX in 2015, partly for satellite internet, but the upside now includes Starlink, launch dominance, and newly filed AI compute contracts.
Rohan Paul@rohanpaul_ai
SpaceX just disclosed a new Cloud Service Agreement with Google.
Google to pay SpaceX $920 million a month (about $11B a year) for compute capacity at xAI data centers
Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies that can finance, power, cool, and operate giant GPU fleets may gain leverage far outside their original business.
14hViews 8.7KLikes 64Bookmarks 12
finbarr@finbarrtimbers
Colossus 1 (the cluster Anthropic has) is mostly H100s, right? Is this actually market rates for H100s?
wh@nrehiew_
Interesting to compare this with the SpaceX-Anthropic deal which is almost 2x cheaper
Google is paying $11.60/hour per GPU Anthropic is paying $5.26/hour per GPU
8hViews 15.8KLikes 61Bookmarks 11
tyler1_fanclub@tyler1_fanclub
@zephyr_z9 It’s a purely hype/fake deal, Google is a major investor in SpaceX. That’s why it has a 90 day notice cancellation window
Google wants to liquidate their SpaceX shares into a hyped up IPO.
Now do the math and figure out why they’d want to do a deal like this.
15hViews 9.4KLikes 94Bookmarks 5
The God Particle@_Sgr_A_Star
@jiahanjimliu @BTCvitamins @shaunmmaguire @bitcoinbutcher1 170,608 +/-
14hViews 9.6KLikes 39Bookmarks 13
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