How many GPUs are included in the deal?

The deal includes 110,000 Nvidia GPUs.

Why is Google paying more per GPU than Anthropic?

The reason has not been officially disclosed, but it may be due to deal size or different contract terms.

Google Signs Massive AI Compute Deal with SpaceX at 2.2x Premium

Alphabet's Google has signed a $920 million per month AI compute deal with SpaceX (SPCX) running through mid-2029, involving 110,000 Nvidia GPUs. Analysts estimate Google is paying roughly 2.2 times more per GPU than what Anthropic pays SpaceX.

June 10, 2026

2 min read

Source: 24/7 Wall St.

Key Numbers

deal value

$920 million per month

gpu count

110,000

price multiple

2.2x

Alphabet Inc.'s Google has entered into a massive AI compute agreement with SpaceX (SPCX) valued at $920 million per month, according to reports from 24/7 Wall St. The deal extends through mid-2029 and includes 110,000 Nvidia (NVDA) GPUs.

Deal Details

Value: $920 million per month.
Duration: Through mid-2029.
GPU Count: 110,000 Nvidia GPUs.
Estimated Cost per GPU: Google is paying approximately 2.2 times what Anthropic pays SpaceX per GPU.

Context

The deal comes ahead of SpaceX's anticipated IPO, bolstering its position in the AI cloud computing market. It also highlights the intense competition among tech giants to secure computing capacity for AI model development.

What This Means for Investors

The agreement underscores surging demand for AI infrastructure, potentially boosting revenues for SpaceX and Nvidia. However, Google's premium pricing raises questions about capital expenditure efficiency among major tech firms in the AI race.

Frequently Asked Questions

The deal is valued at $920 million per month and runs through mid-2029.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.