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The companies announced the deal on Friday, just one week ahead of SpaceX's historic IPO.
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 SpaceX — 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 data center Google would be using. CEO Elon Musk has previously suggested his company would reserve the Colossus 2 data center for xAI.
Anthropic was significantly limited in its compute capacity prior to its deal with SpaceX, raising usage limits on the same day the deal was announced. Google is in a very different position, with some estimates naming it as the world’s largest single owner of AI compute.
In a statement, a Google representative described the deal as a result of unexpected demand for its recently launched AI products. “Google Cloud and SpaceX are long-time partners,” Google said in a statement. “This is a short-term, timely agreement to ensure we have bridge capacity to meet surging customer demand for our agent platform, Gemini Enterprise, which has been even higher than we expected.”
