Discussion

• @shaunmmaguire Shaun Maguire on x

  SpaceX just quietly amended its S-1 announcing another mega deal $920M/month from Google from October 2026 through June 2029 With both parties being able to terminate the agreement with 90 days notice Things are getting exciting 🚀 [image]

• r/wallstreetbets r on reddit

  Google Buying Computing From SpaceX in $920-Million-a-Month Deal

• @rohanpaul_ai Rohan Paul on x

  SpaceX just disclosed a new Cloud Service Agreement with Google. Google to pay SpaceX $920 million a month (about $11B a year) for compute capacity at xAI data centers Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies [imag…

• @krishnanrohit Rohit on x

  SpaceX has just signed $25B of neocloud revenue in just a month or so

• @zephyr_z9 @zephyr_z9 on x

  $920M for 110k GPUs Google is paying $11.6/hr for Blackwells

• @sawyermerritt Sawyer Merritt on x

  SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. “On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The [im…

• @edludlow Ed Ludlow on x

  BREAKING; SpaceX and Google enter a cloud service agreement through which Google has agreed to pay SpaceX $920 million per month from October 2026 to June 2029. Compute capacity provided includes about 110,000 Nvidia GPUs, CPUs, memory and other related components

• @localseoguide.com @localseoguide.com on bluesky

  Colossus may turn out to be one of the few successful data center businesses, mostly because Grok usage is so low.  [embedded post]

• @wilkos @wilkos on bluesky

  Read another way: Grok/XAI has so little demand SpaceX can sell commodity compute to both Anthropic AND Google [embedded post]

• Benedict Evans Benedict Evans on linkedin

  SpaceX renting out all of the compute capacity that xAI built but can't actually use, in a market where anyone who has any kind of GPU can sell …

• @benbajarin Ben Bajarin on x

  Handful of vendors desperate for compute will take any and all as it comes online. Time to compute when compute = $. It's there because no one uses grok but my father in law.

• @edzitron Ed Zitron on x

  Also this is the firmest proof that data center capacity is just not getting built. If it were, given all its capex, I imagine Google would just use its own data centers

• @mikeisaac Rat King on x

  good faith question: the glass half full on SpaceX signing the google deal to rent servers is that it's real ARR the glass half empty — and i dont know the answer to this — is has xai given up on model development and just selling capacity as a neocloud now?

• @theo @theo on x

  Google is now paying SpaceX nearly $1 billion every month for compute. Yes, Google is paying SpaceX for compute. They're that desperate.

• @edzitron Ed Zitron on x

  Very strangely worded, but the biggest red flag is the idea that Google can simply end the agreement if the chips aren't there or “pay a reduce fee after a one-month grace period.” Wonder how that times with SpaceX's first earnings? Oh well https://www.cnbc.com/... [image]

• @hedgeyecomm @hedgeyecomm on x

  lol unreal... not sure w will ever see anything like it again in our lifetime. The coordinated effort is stunning.

• @marcelolima Marcelo P. Lima on x

  On headline numbers, Google is paying about 2.2x the rate per GPU that Anthropic is paying for SpaceX's capacity. 2.2x. Is there a good explanation for this? Is the underlying hardware very different.

• @emostaque Emad on x

  This single deal is about the revenue of @CoreWeave to put it in perspective @SpaceX is the largest neocloud & its AI cloud revenue at $26b run rate is actually at the level of Google Cloud & AWS already, catching up to Azure ($37b run rate)

• @okane.fyi Sean O'Kane on bluesky

  SpaceX is now going to make around $26B per year thru 2029 just from the Anthropic and Google deals.  —  That's nearly triple Starlink's revenue last year.  —  The deals are essentially non-binding though, with all parties able to walk away w/ 90 days notice.  —  techcrunch.com/2…