Google Joins Anthropic in Leasing Compute from SpaceX/xAI

Sean O’Kane, Techcrunch: > SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. The company announced the deal in a regulatory filing on Friday. > > Under the terms of the deal, Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to “approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.” > > The deal is similar in length and scope to the one SpaceX announced with Anthropic in late May. As part of that deal, Anthropic agreed to pay SpaceX $1.25 billion per month through 2029 to rent all the available compute from its Colossus 1 data center near Memphis, Tennessee that xAI — now part of SpaceX — originally built for its own artificial intelligence efforts.