Google has signed on as a customer of SpaceX.
As per a regulatory filing made by SpaceX on June 5, Google will lease approximately 110,000 GPUs, CPUs, memory, and other related components from SpaceX for $920 million per month.
– SpaceX IPO filing
The contract will run from October 2026 to June 2029, and capacity will ramp up through September for a reduced fee. The full contract would total around $30 billion throughout that period.
According to the filing, if SpaceX fails to deliver the GPUs by the end of September, "then following a one-month grace period, Google may immediately terminate the agreement or accept the number of GPUs provided with a corresponding pro rata reduction in the monthly fees."
