SpaceX has finalized another significant compute deal, this time with technology giant Google, as revealed in a regulatory filing on Friday. Under the terms of the agreement, Google will pay SpaceX $920 million per month from October 2026 through June 2029. This substantial sum grants Google access to approximately 110,000 NVIDIA GPUs, CPUs, memory, and other essential related components, bolstering its computational capabilities.

This new deal with Google is comparable in both duration and scale to an earlier arrangement SpaceX announced with Anthropic in late May. That previous deal saw Anthropic commit to paying SpaceX $1.25 billion per month through 2029 for the full available compute capacity from its Colossus 1 data center, located near Memphis, Tennessee. The Colossus 1 facility was originally constructed by xAI, now a part of SpaceX, for its own artificial intelligence endeavors. The Google deal appears to secure roughly half the compute resources that Anthropic has access to at Colossus 1. While SpaceX did not specify which particular data center Google would utilize, CEO Elon Musk has previously indicated that the Colossus 2 data center would be reserved for xAI's exclusive use.

Google's decision to enter this agreement stems from an unforeseen surge in demand for its recently launched AI products. A Google representative characterized the deal as a necessary measure to acquire