Google agrees to pay SpaceX $920M a month for about 110,000 GPUs of xAI capacity, from October 2026

xAI/Colossus

Google committed to paying SpaceX $920 million monthly for approximately 110,000 NVIDIA GPUs from October 2026 through June 2029, with a 90-day cancellation right after year-end 2026. The deal includes a ramp-up period through September 2026 and performance clauses if SpaceX fails to deliver committed capacity.

• Monthly payment of $920 million provides access to about 110,000 NVIDIA GPUs, CPUs, memory and related components
• Ramp-up period through September 2026 at reduced rates; both parties can cancel with 90 days' notice after December 31, 2026
• Google justified the deal as bridge capacity for its Gemini Enterprise platform facing surging demand
• Arrangement provides roughly half the compute resources Anthropic secured in its SpaceX partnership