Google inks $920 M‑a‑month compute lease with SpaceX, expanding cloud competition
Google agreed to pay SpaceX $920 million per month from October 2026 through June 2029 for access to roughly 110,000 NVIDIA GPUs and related hardware. The multi‑year compute lease positions SpaceX as a cloud‑compute provider competing with traditional providers and bolsters its revenue ahead of an IPO.