Discussion

• @marypcbuk Mary Branscombe on bluesky

  No one is using Grok so Elon has to pimp the GPUs out but also given how often the Google CEO is over palling around at the White House, can he really say no when Trump's buddy asks for money? [embedded post]

• @tenobrus @tenobrus on x

  imo it's obviously a really terrible thing for spacex. the degree to which u believe this is basically just the degree to which u believe in RSI and ASI

• @luke_metro @luke_metro on x

  huge divide on the TL between those who think that Google paying SpaceX for compute is a good thing for Spacex, or bad thing for SpaceX

• @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.

• @jaminball Jamin Ball on x

  Different types of GPUs! Anthropic using from Colossus 1 and Colossus 2. Roughly 325k total, split into ~150k H100s ~50k H200s ~125k GB200s Google likely only using Colossus 2, all 110k being GB200s More recent hardware costs more!

• @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.

• @bpodgursky Ben Podgursky on x

  google is paying spacex $12 billion/yr for compute but they also own 6% of spacex so if the market is pricing spacex at 94x revenue that means they paid $12 billion to make $68 billion. i'm not a cfo but that seems like a win.

• @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]

• @signulll @signulll on x

  you're telling me anthropic & google are paying spacex ~$26b a year for compute?!!  this is more than half the run rate of openai & anthropic just from compute deals & that doesn't even factor in the rocket launches at all.  elon accidentally ended up owning a significant portion…

• @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

• @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)

• @william_fitz William Fitzgerald on x

  are they all just sending money to each other and passing it around in a circle?

• @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…

• @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]

• @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

• 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 …

• @lorak Lora Kolodny on bluesky

  Musk built out data centers and methane-burning power plants to run them in Greater Memphis with xAI.  Now it's owned by SpaceX, the company is just renting out is compute capacity to companies xAI / Grok saw as competitors - Anthropic earlier, now Google... www.cnbc.com/2026/06/…

• @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]

• @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…

• @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]

• r/business r on reddit

  Google to pay SpaceX $920 million a month for compute capacity at xAI data centers

• r/google r on reddit

  Google will pay SpaceX $920M per month for compute

• r/google r on reddit

  Google to pay SpaceX $920 million a month for compute capacity at xAI data centers

• r/Economics r on reddit

  Corporate level Ponzi scheme?

• r/SpaceXNews r on reddit

  Google to pay SpaceX $920 million a month for compute capacity at xAI data centers

• r/wallstreetbets r on reddit

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