Google has entered into a major artificial intelligence infrastructure partnership with SpaceX, agreeing to pay approximately $920 million every month for advanced computing resources to support the growing demand for its AI services.
Details contained in a regulatory filing released on Friday show that the agreement will run from October 2026 through June 2029, giving Google access to around 110,000 NVIDIA GPUs, CPUs, memory systems, and related computing infrastructure.
The deal comes only days before SpaceX is expected to launch its highly anticipated stock market debut and further strengthens its position in the rapidly expanding AI computing industry.
The agreement follows a similar partnership announced earlier this year between SpaceX and AI company Anthropic. Under that arrangement, Anthropic committed to paying approximately $1.25 billion per month through 2029 for access to computing resources at the Colossus 1 data center in Tennessee.
Although SpaceX did not reveal the specific facility that will host Google’s operations, industry observers believe the scale of the contract suggests Google will utilize a significant portion of the company’s available AI computing capacity.
Google explained that the move is aimed at meeting unexpectedly strong demand for its AI products, particularly its enterprise-focused AI platform, Gemini Enterprise.
A company spokesperson noted that Google Cloud and SpaceX have maintained a long-standing partnership and described the agreement as a temporary solution to provide additional computing power while Google continues expanding its own infrastructure.
The contract includes provisions allowing either company to terminate the agreement after December 31, 2026, with a 90-day notice period. It also states that if SpaceX fails to deliver the agreed computing capacity by September 30, 2026, Google may either cancel the deal or accept reduced capacity with lower monthly payments.
The announcement comes as Google’s parent company, Alphabet Inc., continues to invest heavily in artificial intelligence. The company has reportedly allocated more than $180 billion in capital expenditures for 2026 and recently unveiled plans to raise additional funding to support future AI expansion.
Meanwhile, SpaceX is preparing for what could become the largest public offering in history. Regulatory filings indicate the company aims to raise around $75 billion at a valuation approaching $1.75 trillion when it begins trading on the Nasdaq.
Google, which has invested in SpaceX for several years, is also expected to benefit significantly from the listing, with the value of its stake potentially exceeding $100 billion after the IPO.
