Anthropic · Google · SpaceX · Elon Musk · Nvidia · TechCrunch AI
SpaceX debuted the agreement one week before the company’s stock is set to start trading on the Nasdaq exchange
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Google is a longtime investor in SpaceX.
Key facts
- 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
- Both SpaceX and Google have the option to terminate the agreement with 90 days’ notice after December 31, 2026
- Alphabet has already committed to more than $180 billion in capital expenditures this year and has said it expects that to “significantly increase” in 2027
- Its stake in Musk’s company is expected to be worth more than $100 billion after the IPO
Summary
SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. 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. Google’s deal appears to be paying for roughly half the amount of compute that Anthropic has access to at Colossus 1. Anthropic was significantly limited in its compute capacity before its deal with SpaceX, raising usage limits on the same day the deal was announced.