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Opeyemi Olanrewaju

SpaceX and Google sign $920M-per-month AI cloud compute contract starting October 2026

SpaceX has agreed to provide Google with AI cloud computing capacity priced at $920 million per month, according to an SEC filing. The deal runs from October 2026 through June 2029 and includes roughly 110,000 Nvidia GPUs plus CPUs, memory, and related infrastructure. The filing says capacity will ramp before reaching the full monthly rate, and the contract includes early-termination options tied to delivery milestones and notice periods.
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