SpaceX signs $920 million per month deal with Google for 110,000 Nvidia AI chips ahead of IPO

SpaceX is leasing AI computing capacity to Google for $920 million per month, according to an SEC filing. The deal gives Google access to about 110,000 Nvidia chips to meet demand for its Gemini Enterprise platform. That one of the world's largest cloud providers needs to rent capacity externally shows how scarce AI infrastructure has become, and how tightly big tech companies' businesses are now intertwined.

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