Google to pay SpaceX $920 million monthly for 110,000 GPUs

Google has agreed to pay SpaceX approximately $920 million per month for a massive allocation of computing power, according to a regulatory filing made public on Friday. The multi-year contract, set to run from October 2026 through June 2029, secures Google access to a hardware cluster comprising roughly 110,000 NVIDIA graphics processing units (GPUs), along with associated central processors, memory, and networking components.

The agreement represents a significant expansion of the partnership between the technology giant and the aerospace company, which is preparing for a landmark initial public offering. The filing with the Securities and Exchange Commission shows SpaceX will gradually bring the systems online for Google through September 2026 at a reduced fee. The contract includes provisions allowing Google to cancel the agreement if SpaceX fails to deliver the full promised volume of operational GPUs by September 30, 2026, following a 30-day grace period. After an initial setup phase concludes on December 31, 2026, either party may terminate the arrangement with 90 days' written notice.

For Google, the deal locks in scarce, high-performance hardware critical for training...