<div id="readability-page-1"><div> <p>SpaceX has secured another blockbuster AI deal, just after revealing a massive infrastructure agreement with Anthropic.</p> <p>According to a new regulatory filing, Google has agreed to pay SpaceX US$920 million per month for AI compute capacity hosted in the company’s growing network of data centers.</p> <p>The agreement runs for 32 months, from October 2026 through June 2029, and will provide Google with access to approximately 110,000 NVIDIA GPUs and related computing infrastructure.</p> <h2><strong>SpaceX’s AI Revenue Continues to Climb</strong></h2> <p>The Google agreement comes on the heels of SpaceX’s recently expanded partnership with Anthropic, which is expected to generate roughly US$15 billion annually through access to the Colossus data center network.</p> <p>Combined, the two deals are set to bring in approximately US$2.17 billion every month.</p> <p>That translates to more than US$26 billion in annualized revenue from just two AI compute customers, a figure that rivals the yearly revenue of many Fortune 500 companies.</p> <p>For a business segment that only recently emerged from SpaceX’s merger with xAI, the numbers are staggering and highlight how valuable large-scale AI infrastructure has become.</p> <h2><strong>SpaceX’s AI Infrastructure Strategy Taking Shape</strong></h2> <p>The Google deal provides further evidence that SpaceX is positioning itself as more than just a launch provider and satellite operator.</p> <p>In comments earlier this week, Elon Musk said SpaceX is now offering AI compute “as a service” at significant scale and revealed the company is already in discussions with additional customers.</p> <p>If more agreements of this size materialize, SpaceX could quickly become one of the world’s largest independent providers of AI compute infrastructure.</p> <p>The strategy also helps offset the enormous costs associated with building and operating the company’s data centers. According to its IPO filing, SpaceX spent US$10.1 billion in capital expenditures during the first quarter alone, with US$7.7 billion directed toward AI-related infrastructure investments.</p> <p>Those investments are now beginning to generate substantial returns.</p> <p>With Anthropic paying roughly US$1.25 billion per month and Google adding another US$920 million per month, SpaceX’s AI infrastructure business is rapidly becoming one of the most important growth drivers ahead of the company’s highly anticipated IPO.</p>   </div></div>

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<p>SpaceX has secured a major AI infrastructure deal with Google, agreeing to provide compute capacity for $920 million monthly over 32 months. This follows a similar agreement with Anthropic, bringing combined monthly revenue to approximately $2.17 billion. The deals highlight SpaceX's strategic shift towards becoming a leading independent AI compute provider, offsetting significant capital expenditures ahead of its anticipated IPO.</p>

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Google to pay SpaceX $920 million per month for AI compute capacity