SpaceX has secured a $920 million per month deal with Google to provide artificial intelligence compute capacity from October 2026 through June 2029, which includes about 110,000 NVIDIA GPUs. This marks SpaceX’s second significant compute agreement, following a deal with Anthropic for $1.25 billion per month for access to its Colossus 1 data center. Google referred to its agreement as a “short-term” bridge to address rising demand for its Gemini Enterprise services, highlighting the broader trend of technology companies relying on external data center operators to meet the rapid growth in generative AI services. This deal comes just ahead of SpaceX’s anticipated stock market debut on the Nasdaq, projected to value the company at approximately $1.75 trillion.

Google: Google develops and operates the Gemini family of AI models and associated enterprise services as part of its core technology business. It has signed a short-term agreement with SpaceX to access additional AI compute resources to address immediate customer demand. The arrangement supplements Google’s own expanding AI infrastructure amid rapid growth in usage.
NVIDIA: NVIDIA designs and manufactures graphics processing units and related hardware optimized for AI training and inference tasks. Its GPUs form the core technology in the compute capacity being supplied under SpaceX’s recent agreements with both Google and Anthropic.
SpaceX: SpaceX operates as a private aerospace manufacturer and space transport services company that has built extensive data center infrastructure including the Colossus 1 facility for AI workloads. The company recently entered a multi-year agreement to supply large-scale AI compute capacity to Google using NVIDIA GPUs. This follows an earlier compute rental deal with Anthropic for the same infrastructure.
Anthropic: Anthropic builds and deploys advanced AI systems with a focus on safety and research applications. The company previously arranged to rent substantial AI compute capacity from SpaceX’s Colossus 1 data center under a multi-year contract.

AI Infrastructure: Major technology firms are turning to external data center operators to supplement internal AI hardware builds as customer demand for generative AI services continues to grow rapidly.
Compute Partnerships: SpaceX has positioned its Colossus data centers as a platform for large-scale AI compute rentals to leading AI developers seeking immediate capacity.