Google will pay SpaceX $920M per month for compute

Key points

• SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google.
• The company announced the deal in a regulatory filing on Friday.
• Under the terms of the deal, Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to “approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.” The deal is similar in length and scope to the one SpaceX announced with Anthropic in late May.
• As part of that deal, Anthropic agreed to pay SpaceX $1.25 billion per month through 2029 to rent all the available compute from its Colossus 1 data center near Memphis, Tennessee, that xAI — now part of Space originally built for its own artificial intelligence efforts.
• Google’s deal appears to be paying for roughly half the amount of compute that Anthropic has access to at Colossus 1. SpaceX didn’t say which specific...