SpaceX Signs Computing-Power Agreement With Google

SpaceX filed a disclosure with the United States Securities and Exchange Commission on 5 June 2026 for a computing-power agreement with Google. The contract covers compute capacity from October 2026 to June 2029 and includes about 110,000 NVIDIA GPUs, CPUs, memory, and related components.

Agreement Structure

Google has agreed to pay SpaceX 920 million per month for compute capacity under the contract. The agreement can reach about 30 billion if it continues for the full 33-month term.

Contract Terms and Termination

Either Google or SpaceX can terminate the agreement with 90 days’ notice after 31 December 2026. If SpaceX does not deliver the committed GPU quantity by 30 September 2026, Google can terminate the agreement or accept reduced capacity with a corresponding reduction in monthly fees.

AI Infrastructure Context

Google described the arrangement as a short-term agreement for bridge capacity for demand linked to its agentic AI platform, Gemini Enterprise. The deal adds to SpaceX’s compute-related business, which also includes an agreement with Anthropic for capacity from its Colossus data centres.

Important Facts for Exams

• The Securities and Exchange Commission is the United States federal regulator for securities markets and listed-company disclosures.
• NVIDIA GPUs are widely used in artificial intelligence training and high-performance computing workloads.
• Gemini Enterprise is Google’s enterprise-focused AI platform.
• Colossus is the name associated with SpaceX’s data-centre infrastructure used for compute capacity.

IPO-Related Context

SpaceX has been preparing for a possible initial public offering. The company’s AI infrastructure business includes large-scale compute supply agreements with technology firms.