Google contracts SpaceX compute capacity, about 110,000 NVIDIA GPUs, $920M a month from October 2026 through June 2029

The parties

• Googlecompany pageBuyer
• SpaceXProvider

The source

SpaceX free writing prospectus, 2026-06-05Regulatory filing

Cloud Service Agreement between SpaceX and Google LLC entered 2026-06-05. Compute includes approximately 110,000 NVIDIA GPUs plus CPUs, memory and related components. Fee $920M per month from October 2026 through June 2029; capacity ramps through September at a reduced fee. If SpaceX does not deliver the committed GPUs by 2026-09-30, after a one-month grace period Google may terminate or accept the GPUs delivered with a pro rata fee reduction. After 2026-12-31 either party may terminate on 90 days' notice. Total value and GPU model not stated. Source: SpaceX free writing prospectus (Rule 433), filed 2026-06-05.

The same parties, other deals

• SpaceX signs a binding commitment letter for a master finance lease of GPU pods from an Apollo-managed lessor, about $40B of principal payments$40B · 26 Oct 2026
• Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026
• Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with Googleundisclosed · 6 Apr 2026
• Fluidstack signs a 15-year, $7.0B lease for 245 MW at Hut 8's River Bend campus, Louisiana, with a Google backstop$7B · 17 Dec 2025
• TeraWulf and Fluidstack form a JV for a 168 MW Abernathy, Texas campus under a 25-year, ~$9.5B lease; Google backstops $1.3B$9.5B · 28 Oct 2025
• Anthropic expands its Google Cloud TPU use to up to one million TPUs, over a gigawatt online in 2026undisclosed · 23 Oct 2025