SpaceX said Google has rented out 110,000 Nvidia GPUs for $920 million a month between October 2026 through June 2029. Capacity will ramp through September at a reduced fee. After Dec. 31, the agreement can be terminated by either party with 90 days notice.

Anthropic is renting more than 222,000 Nvidia GPUs from SpaceX. Anthropic is paying SpaceX $1.25 billion a month.

SpaceX is starting to look like a cloud provider.

A few thoughts:

• Want to see the fine print here.
• These deals are non-binding.
• Assuming that Google is renting the higher end Nvidia GPUs from SpaceX.
• This is like when a media company puts its wares on Netflix to make a few million or so. You license it because you can't make a return on your own IP. In SpaceX and SpaceXAI's case this is Grok.