Alphabet’s Google signed a cloud services agreement to pay SpaceX approximately $920 million per month. The contract totals roughly $30 billion. This agreement runs from October 2026 through June 2029.
Google will access NVIDIA graphics processing units (GPUs) and infrastructure within SpaceX data centers. The deal supports surging customer demand for Gemini Enterprise AI services. SpaceX must provide access to the NVIDIA hardware by September 30, 2026.
Google Cloud characterized the agreement as bridge capacity to handle unexpected demand levels. SpaceX also maintains a similar computing agreement with AI firm Anthropic. The long-term contract bolsters revenue visibility as SpaceX prepares for an initial public offering.