ALPHABET has secured a $30 billion cloud computing agreement with SpaceX, effective from October 2026 to June 2029. Google will pay approximately $920 million monthly for access to 110,000 Nvidia GPUs, intended to support its Gemini Enterprise platform amid rising demand. The contract includes strict performance milestones, allowing Google to terminate if SpaceX fails to meet delivery deadlines.
Both companies share a complex relationship, with Google owning a stake in SpaceX, further intertwining their financial interests. Additionally, they are collaborating on 'Project Suncatcher' to explore orbital data center capabilities.