SpaceX signs a cloud-computing agreement with Google under which Google pays $920 million per month for access to AI computing capacity hosted at SpaceX’s xAI-linked data centers. Multiple outlets report that the deal is disclosed in SpaceX’s initial public offering (IPO) filings as the company prepares for a planned IPO on June 12. The contract runs for 32 months, according to reporting that places payments from October 2026 through June 2029. Under the terms described across sources, the compute package includes access to an approximately 110,000–GPU NVIDIA cluster, alongside related compute components such as CPUs, memory, and infrastructure necessary to run AI workloads.
Several outlets characterize the agreement as a major revenue stream for SpaceX leading into its IPO. The financial impact is highlighted by the near-$1 billion monthly figure, while other reports frame it as an expansion of SpaceX’s broader cloud and AI-related business. Overall coverage agrees on the core commercial terms: the monthly payment amount, the multi-year duration, and the scale of the AI compute capacity.
