Google Strikes $30 Billion Compute Deal with SpaceX for NVIDIA GPUs

Google has entered a compute agreement with SpaceX, valued at approximately $30.4 billion, to access about 110,000 NVIDIA GPUs, CPUs, and related components from October 2026 through June 2029. While Google frames this as bridge capacity for Gemini Enterprise demand, it remains unclear if this will directly expand Google Cloud's GPU offerings for enterprise customers.