SpaceX just locked in a $920 million monthly AI compute deal with Google, starting October 2026, granting access to 110,000 NVIDIA GPUs—half the capacity of Anthropic’s similar deal. Google’s move, framed as a short-term fix for AI demand spikes, comes as Alphabet pours $180B+ into AI this year. Both contracts include exit clauses and performance penalties, while SpaceX’s IPO filing and rumored orbital data center partnerships with Google signal a massive scaling-up of Musk’s tech ambitions.
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