Jun. 5 at 10:37 PM
SpaceX signed a major cloud-services agreement with Google to provide large-scale computing infrastructure, including approximately 110,000 NVIDIA GPUs, as well as CPUs, memory, networking, and related hardware, according to an SEC filing. The deal highlights growing demand for AI computing capacity as technology companies race to expand their artificial intelligence capabilities.
Under the agreement, Google will pay SpaceX roughly
$920 million per month from October 2026 through June 2029, with computing capacity increasing gradually before reaching full deployment. The contract includes performance requirements: if SpaceX fails to deliver the committed GPU capacity by Sept. 30, 2026, Google can terminate the agreement after a one-month grace period or accept a reduced number of GPUs with lower monthly payments.
Starting Dec. 31, 2026, either party may end the agreement with 90 days’ notice.
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