Google has agreed to pay SpaceX $920 million per month for cloud compute
capacity under a contract running from October through June 2029, SpaceX said in
a filing on Friday. The agreement covers roughly 110,000 NVIDIA GPUs plus CPUs,
memory and related components; capacity will be ramped up before September with
fees adjusted downward during the ramp. If SpaceX fails to deliver the agreed
GPU quantities by Sept. 30, 2026, Google may terminate the contract, subject to
a one-month period cure. Either party may also terminate the agreement with 90
days' notice.