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SpaceX secured another major AI infrastructure customer as Google rushed to expand Gemini computing capacity ahead of rising demand.
Google is turning to SpaceX for a massive new supply of AI computing power as demand for its Gemini platform continues to surge ahead of a fierce infrastructure race in Silicon Valley.
A new regulatory filing shows Google agreed to pay SpaceX about $920 million per month for access to a huge cluster of NVIDIA AI chips through mid-2029. The agreement gives Google access to roughly 110,000 GPUs and supporting hardware inside SpaceX-operated data centers.
The deal could reach nearly $30 billion over its full term. It also strengthens SpaceX’s growing role in the AI infrastructure market just days before its expected Nasdaq debut.
Google plans to begin full monthly payments in October 2026. A lower pricing structure will apply during the system ramp-up period through September.
The filing states that SpaceX must deliver the agreed computing capacity by Sept. 30, 2026. If the company misses that deadline, Google can terminate the agreement after a one-month grace period.
Google may also choose to accept reduced GPU capacity in exchange for lower monthly fees. A Google Cloud spokesperson described the agreement as a temporary measure to support rising demand for Gemini Enterprise services.
“This is a short-term, timely agreement to ensure we have bridge capacity,” the spokesperson said. The company added that customer demand exceeded internal forecasts. The agreement highlights how even the world’s largest tech firms now face pressure securing enough AI hardware. NVIDIA GPUs remain the most critical resource for training and operating large AI models.
The Google agreement marks another major AI infrastructure win for SpaceX. The company already signed a similar compute contract with AI startup Anthropic earlier this year. That deal reportedly involved more than $1 billion in monthly payments tied to SpaceX-operated data centers in Memphis, Tennessee.
Those facilities originally supported Elon Musk’s AI company, xAI. SpaceX later expanded the infrastructure into a broader commercial computing business. The latest filing also revealed financial details about xAI. The company posted a $6.4 billion operating loss last year on revenue of $3.2 billion. SpaceX now appears to be using its data center network to attract outside customers while preparing for one of the largest IPOs in U.S. history.
SpaceX is expected to begin trading on Nasdaq next week at a valuation approaching $1.8 trillion. The company aims to raise roughly $75 billion through the offering. Investors continue to bet heavily on Musk’s long-term plans for Starlink, AI infrastructure, and space-based computing systems.
Google already holds a major stake in SpaceX through earlier investments. Analysts expect that position to grow sharply in value after the public listing. The filing also revealed flexible cancellation terms between both companies. After Dec. 31, 2026, either side can exit the agreement with 90 days’ notice.
Beyond the cloud contract, the companies reportedly continue discussions around future orbital data centers. Those systems could eventually use SpaceX rockets and satellites to support computing workloads outside Earth’s atmosphere. The agreement signals how rapidly the AI race is reshaping relationships between America’s biggest technology and aerospace companies.
Aamir is a seasoned tech journalist with experience at Exhibit Magazine, Republic World, and PR Newswire. With a deep love for all things tech and science, he has spent years decoding the latest innovations and exploring how they shape industries, lifestyles, and the future of humanity.
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