Google disclosed a massive three‑year compute lease with SpaceX in a filing on Friday, committing to pay $920 million each month for access to roughly 110,000 NVIDIA GPUs, CPUs, memory and related components. The agreement runs from October 2026 until June 2029, and is framed as a short‑term bridge to meet unexpectedly high demand for Google’s AI offerings, particularly its Gemini Enterprise platform.
The terms echo a deal SpaceX struck with Anthropic in late May, where the AI startup agreed to pay $1.25 billion per month for the full output of SpaceX’s Colossus 1 data center near Memphis, Tennessee. Google’s contract covers about half the compute Anthropic secured, suggesting the two deals together could occupy a substantial share of SpaceX’s AI‑hardware inventory.
SpaceX has not identified which of its facilities will host Google’s workloads. Elon Musk has hinted that the newer Colossus 2 center may be earmarked for his own xAI venture, leaving the exact location of Google’s compute ambiguous. Nonetheless, the company’s filing confirms the scale of the hardware pool that will be allocated to the tech giant.
In a statement, a Google spokesperson described the partnership as a response to “surging customer demand for our agent platform, Gemini Enterprise, which has been even higher than we expected.” The comment underscores Google Cloud’s reliance on external compute capacity to keep pace with rapid AI adoption across its product line.
Both parties built a safety valve into the contract. After December 31, 2026, either side may terminate the agreement with 90 days’ notice. Access to the GPUs will ramp up through September 2026 at a reduced fee. If SpaceX fails to deliver the committed hardware by September 30, 2026, Google can either walk away immediately or accept a reduced allocation with a proportional fee cut, according to the filing.
The timing of the deal is notable. SpaceX is expected to begin trading on the Nasdaq next week, with the company aiming to raise about $75 billion at a valuation near $1.75 trillion—potentially the largest IPO in history. Google already holds a sizable stake in SpaceX, projected to be worth more than $100 billion after the offering. The two firms are also reportedly discussing the development of orbital data centers, a long‑term vision that could reshape how AI workloads are powered.
Industry observers point out that Google is already the world’s largest single owner of AI compute. By leasing additional capacity from SpaceX, the company bolsters its hardware arsenal without the need for fresh data‑center construction, aligning with Alphabet’s broader capital‑expenditure surge, which this year tops $180 billion and is slated to rise further in 2027.
While the agreement secures a steady stream of high‑performance GPUs for Google, it also diversifies SpaceX’s revenue stream ahead of its public debut. The partnership illustrates the growing interdependence between cloud providers and specialized hardware providers as the AI arms race intensifies across the tech sector.
Cet article a été rédigé avec l'assistance de l'IA.
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