SpaceX has secured a $30 billion deal with Google parent Alphabet for access to AI computing capacity housed at SpaceX-affiliated data centers. The 33-month agreement, disclosed in a June 5 regulatory filing, positions SpaceX as a serious player in high-performance computing.
Starting October 2026, Google will pay roughly $920 million per month for compute access through June 2029. That amounts to about $11 billion annually once fully operational. Google gets around 110,000 Nvidia GPUs plus supporting infrastructure.
The primary facility is the Colossus data center in Memphis-the crown jewel of SpaceX's computing ambitions. Google will use this capacity to fuel its Gemini AI services.
This deal came roughly one week before SpaceX's expected IPO, fundamentally changing the offering's risk profile by providing predictable, contracted cash flows.