signed
Google rents ~110,000 NVIDIA GPUs from SpaceX at $920M a month
SpaceX signed a cloud services agreement giving Google about 110,000 NVIDIA GPUs plus CPUs and memory. Google pays $920 million a month from October 2026 through June 2029, with a reduced fee while capacity ramps.
- Value
- n/d
- Capacity
- n/d
- Term
- n/d
- Accelerators
- 110,000
What the value means
$920 million per month from Oct 2026 through June 2029 (roughly $30 billion if it runs the full term). Google may exit or take a pro-rata cut if SpaceX misses the 30 Sept 2026 delivery date; after 31 Dec 2026 either party may end it on 90 days' notice.
The record
Verified 9 Nov 2026- Announced
- Buyer
- Seller / provider
- SpaceX (SpaceXAI, formerly xAI)
- ValueHeadline dollar value exactly as stated in the cited source.
- Not disclosed
- Capacity
- Not disclosed
- Accelerators
- 110,000
- Chips
- NVIDIA
- Term
- Not disclosed
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- cloud-capacity, sec-filing
Sources
2- SpaceX free writing prospectus on the Google Cloud Service Agreement (SEC, 5 Jun 2026) read 2026-11-09
- SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month (Yahoo Finance) read 2026-11-09
Cite this deal
AI Compute Deals, “Google rents ~110,000 NVIDIA GPUs from SpaceX at $920M a month”, https://aicomputedeals.com/google-spacex-cloud-2026-06/ (verified 2026-11-09).
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