Google agrees to pay SpaceX about $920 million a month for 110,000 Nvidia GPUs through mid-2029

A filing by SpaceX described a deal in which Google pays about $920 million a month for compute, including roughly 110,000 Nvidia GPUs in SpaceX data centers. Payments run from October 2026 to mid-2029, with lower fees during ramp-up. Google called it a short-term bridge while it meets demand for Gemini Enterprise, which is a sign of how tight AI capacity is.

• About $920 million per month, starting at full rate in October 2026, running to mid-2029
• Roughly 110,000 Nvidia GPUs plus CPUs and memory in SpaceX-operated data centers
• Google describes it as a short-term bridge while demand for Gemini Enterprise runs above plan