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Google will pay SpaceX $920M monthly for roughly 110,000 Nvidia GPUs through mid-2029. The $30B deal reveals Google's ne...

by Marcus Schuler

Google will pay SpaceX $920M monthly for roughly 110,000 Nvidia GPUs through mid-2029. The $30B deal reveals Google's near-term compute shortage despite its own TPU program—and gives SpaceX named revenue before its IPO. The tension between demand and supply may matter more than the headline. https://www.implicator.ai/google-signs-30-billion-spacex-compute-deal-ahead-of-ipo/ #AI #CloudComputing #CapitalAllocation

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