Google · 2026-06-05 · major
Google to Pay SpaceX $920M/Month for 110,000 NVIDIA GPUs Through 2029 — SEC Filing Confirms Bridge Compute Deal for Gemini Enterprise Surge
Google signed a $920M/month contract with SpaceX for ~110,000 NVIDIA GPUs from October 2026 through June 2029. The SEC filing frames it as bridge capacity to meet Gemini Enterprise demand and mirrors Anthropic's $1.25B/month Colossus deal.
Google rents 110,000 NVIDIA GPUs from SpaceX for $920M a month to fill a Gemini Enterprise capacity gap through mid-2029.
Key specs
| Monthly value | $920M |
|---|---|
| Term months | 33 |
| Gpus | ~110,000 |
| Cancellation window | 90 days after Dec 31 2026 |
What is it?
A 33-month compute supply contract between Google and SpaceX, disclosed in a SpaceX SEC free-writing prospectus filed June 5, 2026. The agreement covers roughly 110,000 NVIDIA GPUs plus accompanying CPUs, memory and infrastructure components.
How does it work?
SpaceX provides the GPU fleet from one of its data center sites starting October 2026 and running through June 2029. Google calls it 'a short-term, timely agreement' for bridge capacity. Google can invoke a 90-day cancellation window after December 31, 2026, and can reduce fees if SpaceX misses the September 30, 2026 delivery milestone.
Why does it matter?
Google rarely buys frontier compute from a third party — it usually builds. The filing is hard evidence that demand for Gemini Enterprise is outrunning Google's own Maia/TPU buildout. Combined with Anthropic's $1.25B/month Colossus 1 lease, SpaceX is now the single largest discretionary compute landlord for two of the top four labs.