Key facts
- Google and SpaceX entered a multi-year cloud services agreement.
- Google will pay SpaceX $920 million monthly from October 2026 to June 2029.
- The compute capacity includes approximately 110,000 Nvidia GPUs, CPUs, and memory components.
Google has agreed to pay SpaceX $920 million per month for compute capacity from October 2026 to June 2029. The deal includes approximately 110,000 Nvidia GPUs, CPUs, and memory components. This agreement aims to meet surging customer demand for Google's agentic AI platform, Gemini Enterprise.

Google has agreed to pay SpaceX $920 million per month for compute capacity, according to a SpaceX filing with the SEC. The agreement is set to run from October 2026 to June 2029 and includes approximately 110,000 Nvidia GPUs, CPUs, memory, and other related components. This deal is intended to address surging customer demand for Google's agentic AI platform, Gemini Enterprise. A Google Cloud spokesperson stated that this is a short-term agreement to bridge capacity needs. The agreement allows either side to terminate with 90 days' notice starting in 2027. This arrangement is similar to a previous deal where Anthropic pays SpaceX $1.25 billion per month through May 2029 for compute capacity from SpaceX's Colossus data centers. SpaceX views these deals as a way to monetize unused compute capacity while retaining the option to reallocate it for internal initiatives. The filing comes as SpaceX prepares for a potential IPO.
This significant deal highlights the intense demand for AI computing infrastructure and Google's strategy to secure necessary resources, while also bolstering SpaceX's revenue ahead of its anticipated IPO.