Google to pay SpaceX $920 million per month for 110,000 Nvidia GPUs and compute capacity

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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."

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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.

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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 🚀

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Chamath Palihapitiya@chamath

SpaceX just paid for the http://X.ai acquisition many times over.

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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."

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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."

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Bloomberg@business

Google has agreed to pay SpaceX $920 million a month for computing power as part of a cloud-services deal that runs through mid-2029 https://www.bloomberg.com/news/articles/2026-06-05/google-buying-computing-from-spacex-in-920-million-a-month-deal?taid=6a231d811738220001677386&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter

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Yuchen Jin@Yuchenj_UW

Google & Anthropic are paying SpaceX $26B per year for GPUs.

SpaceX has accidentally become the largest neocloud on Earth. ~550K GPUs. More than double CoreWeave.

Starlink is doing ~$15B ARR, so GPU rentals is SpaceX’s biggest business. Elon may not need xAI to beat OpenAI.

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Sawyer Merritt@SawyerMerritt

SpaceX has more compute capacity coming online soon:

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."

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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 🚀

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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 🚀

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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.

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Christian Garrett@CGarrett_15

SpaceX has a $26B run rate AI compute business….Starlink should cross a $20B run rate…Cursor is at $3B of ARR…am I doing this right?

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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.

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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 🚀

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Barnabas@barnabasdotexe

@theo Elon figured out step 2.

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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

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Molly O’Shea@MollySOShea

SpaceX's 1st employee Tom Mueller (@lrocket) speaks on SpaceX's "hockey stick" growth:

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 🚀

20h15.1K12622

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.

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Bearly AI@bearlyai

SpaceX amended its S-1 to show a new contract with Google paying $920m a month for compute (or $11B a year).

Combined with annualized Anthropic contract ($15B), SpaceX is selling $26B a year in compute.

That is 40% more than SpaceX’s entire revenue in 2025 of $18.7B.

Bearly AI@bearlyai

The Anthropic deal with SpaceX is massive.

It is $1.25B per month until May 2029. That’s $15B a year to get compute from Colossus I and Colossus II.

Deal alone basically doubled SpaceX sales, which was $18.7B in 2025 and $14B in 2024.

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