Google to Pay SpaceX $920M/Month for xAI Data Center Compute in ~$32B Deal

TechCrunch·high signal

Google agreed on June 5, 2026 to pay SpaceX $920 million a month — roughly $32 billion over three years (Oct 2026–June 2029) — for access to ~110,000 NVIDIA GPUs plus CPUs and memory housed at xAI data centers SpaceX absorbed earlier this year. Google framed it as 'bridge capacity' for surging Gemini Enterprise agent demand, with termination rights if SpaceX misses a Sept 30, 2026 GPU-delivery milestone. The deal is a striking case of one frontier lab renting compute from a rival's infrastructure.