SpaceX announced a major cloud services agreement with Google: $920 million per month from October 2026 through June 2029 (full rate), with ramp-up through September at a reduced fee. Google gets access to ~110,000 NVIDIA GPUs plus supporting hardware in SpaceX data centers. This follows the $1.25B/month Anthropic deal; together they’re projected to generate ~$26 billion in annual AI compute revenue for SpaceX. A massive pre-IPO revenue catalyst that turns xAI’s Colossus infrastructure into a high-margin cash engine, but it’s performance-based, with Google able to scale back or exit if capacity misses the September deadline.
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