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Google has inked a significant multi-year deal with SpaceX, agreeing to pay roughly $920 million monthly for access to computing infrastructure. The agreement, set to begin in October 2026 and conclude in June 2029, will provide Google with approximately 110,000 NVIDIA GPUs and related computing components. This substantial commitment highlights the escalating demand for AI infrastructure and Google's strategic moves to secure necessary resources.

The filing reveals that the agreement includes provisions for termination with 90 days' notice after December 2026. Google's access is expected to ramp up gradually before the full contract period. Crucially, if SpaceX fails to deliver the agreed computing capacity by September 2026, Google holds the option to cancel the deal or accept a reduced allocation with adjusted fees. This clause underscores the critical nature of timely infrastructure delivery for both parties.

This landmark agreement surfaces just a week before SpaceX is anticipated to commence trading on the Nasdaq exchange, adding another layer of financial anticipation around the company. It also follows a separate, substantial deal disclosed in May 2026, where Anthropic committed to paying $1.25 billion per month for computing capacity at SpaceX's Colossus 1 data center near Memphis, Tennessee. That deal, running until May 2029, grants Anthropic access to over 220,000 NVIDIA GPUs, illustrating a broader trend of major tech players securing vast AI computing resources.

SpaceX has not specified which of its data centers will host Google's computing needs. However, the company has previously signaled that future facilities, such as the planned Colossus 2 data center, might be reserved for its internal AI operations, including those associated with xAI, which is now integrated into SpaceX. The specifics of the infrastructure arrangement will be closely watched as SpaceX navigates its public offering and expands its AI capabilities.