Google to Pay SpaceX ¥140 Billion a Month!? A Shocking Mega-Contract to Borrow 110,000 GPUs Unveiled!

📰 News Overview

• Google has signed a massive contract to pay SpaceX $920 million a month for compute capacity at its xAI data centers.
• This deal gives Google access to approximately 110,000 NVIDIA GPUs and related components installed in SpaceX’s data centers.
• The contract runs from October 2026 to June 2029 and will be utilized as a “bridge capacity” to meet the explosive demand for Google’s enterprise AI, “Gemini Enterprise.”

💡 Key Points

• SpaceX’s Transformation into an AI Powerhouse: Merging with Elon Musk’s AI firm, xAI, in February 2026, SpaceX has transformed into a colossal AI infrastructure company valued at $1.25 trillion.
• Unusual Competitive Partnership: In a surprising twist, Google, a competitor in search and AI, is borrowing compute resources from SpaceX (xAI) to compensate for its own infrastructure shortfalls.
• Revenue Generation Ahead of IPO: With an IPO on the horizon next week, this deal is a compelling pitch to investors, allowing SpaceX to quickly monetize its hefty AI equipment investments (a staggering $7.7 billion in Q1 alone).

🦈 Shark’s Eye (Curator’s Perspective)

Former rivals have become allies in a true “the enemy of my enemy is my friend” scenario! It’s evident that the demand for AI agents is skyrocketing, leaving Google reliant on Musk’s well-crafted xAI infrastructure, like Colossus 1 in Tennessee. The power of SpaceX’s infrastructure rental business, renting out 110,000 GPUs for about ¥140 billion a month, is staggering! This “compute resource rental” could very well become a cornerstone supporting SpaceX’s market cap of over $1.75 trillion!

🚀 What’s Next?

SpaceX’s IPO is likely to be a record-breaking success. Meanwhile, Google has entered this contract as a “stopgap” until 2029, making it critical for them to ramp up their own infrastructure during this time. With Google now a customer of SpaceX, following in Anthropic’s footsteps, the competition for compute resources among tech giants is set to heat up!

💬 A Word from Haru Shark

Your shark reporter, Haru Shark, says that with 110,000 GPUs, I could simulate all the oceans of the world in an instant! The fierce collaboration of the bold Musk and the desperate Google is absolutely thrilling! 🦈🔥

📚 Glossary

• Gemini Enterprise: An AI subscription service for enterprises provided by Google, equipped with advanced reasoning and agent capabilities.

• Neocloud: A term for rapidly growing emerging providers that specialize in leasing GPU resources, separate from major cloud services.

• xAI: An AI company founded by Elon Musk. Merged with SpaceX in 2026, it operates large-scale computing infrastructure.

• Source: Google to pay SpaceX $920M a month for compute capacity at xAI data centers