SpaceX Signs $30 Billion AI Deal With Google

Google has agreed to pay SpaceX $920 million per month for AI compute capacity through June 2029, according to the space-tech company’s filing with the US Securities and Exchange Commission.

The arrangement is worth almost $30 billion over the full period and covers the rental of “approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components,” Business Insider reported on Friday.

Google told the outlet that the contract is intended to meet demand for Gemini Enterprise, its agentic AI platform, and described SpaceX as a long-time Google Cloud partner.

The agreement follows a similar contract with Anthropic in May. The maker of Claude AI confirmed it would pay SpaceX $1.25 billion per month for access to its data centers. Data Center Dynamics reported that Anthropic’s contract runs until May 2029, putting the full value at around $45 billion over three years.

SpaceX said in its filing that the contracts allow it to monetize unused compute capacity while keeping the option to reallocate capacity for internal use. The space company, which merged with Elon Musk’s X and xAI in January, generated nearly $4.7 billion in revenue and lost almost $4.3 billion in the first quarter of 2026.

The AI agreements have become a major selling point ahead of the company’s highly anticipated $1.77 trillion public listing next week.

The new partnerships between AI rivals come as the Pentagon deepens ties with major tech suppliers after ostracizing Anthropic for publicly resisting its killer AI push.

The US military reportedly used Anthropic’s Claude during the operation to kidnap Venezuela’s Nicolas Maduro. In Iran, Palantir software which relies heavily on Anthropic’s AI workflows reportedly selected a girls’ elementary school in Minab as a valid target, based on outdated, human-compiled maps.

The US Department of War announced deals with SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon Web Services, and Oracle on May 1 to deploy their AI systems for “lawful operational use.” The systems are to be integrated into the US Department of War’s classified Impact Level 6 and Impact Level 7 networks to “streamline data synthesis, elevate situational understanding, and augment warfighter decision-making in complex operational environments.”