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Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-05

Google signed a deal with SpaceX to pay $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs and related infrastructure, totaling up to $30 billion, announced one week before SpaceX's IPO.

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SpaceX Emerges as AI Compute Mega-Provider: Google's $30B and Anthropic's $1.25B/Month Deals

Extraction

Topics: ai-computegpu-procurementgooglespacexcloud-infrastructure

Claims

Google will pay SpaceX $920 million per month for compute access starting October 2026 through June 2029.
The deal covers 110,000 Nvidia GPUs, CPUs, and related infrastructure.
The total contract value reaches approximately $30 billion.
The deal was announced one week before SpaceX's IPO.

Key quotes

One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure