- SpaceX Nvidia AI chips — 110,000 of them — are being leased to Google for $920 million per month through mid-2029.
- The SpaceX Nvidia AI chips deal could total roughly $30 billion, redefining SpaceX as a serious AI infrastructure business.
- Google holds approximately five percent of SpaceX, giving it a financial interest in a strong IPO debut next week.
- SpaceX has a separate $1.25 billion monthly deal with Anthropic, signalling a broader cloud infrastructure play.
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A Rocket Company Is Now One of the Biggest AI Compute Landlords on Earth
SpaceX Nvidia AI chips — 110,000 of them — are now at the centre of one of the most unusual infrastructure deals in recent tech history. According to an SEC filing, SpaceX has signed a contract with Google worth $920 million per month, running from October 2026 through June 2029. Do the arithmetic and you’re looking at roughly $30 billion in total revenue from a single customer. For a company best known for launching rockets and landing boosters on drone ships, that’s a striking pivot.
The agreement hands Google access to a massive block of Nvidia compute capacity — the kind of raw GPU horsepower that every major AI lab and cloud provider is scrambling to secure right now. A Google Cloud spokesperson confirmed to the New York Times that this was a
Source: The Decoder (AI News)
