Anonymous8 days ago
Google has agreed to pay SpaceX approximately $920 million per month — up to $30 billion total through mid-2029 — for access to 110,000 Nvidia GPUs at SpaceX-operated data centers in Memphis, Tennessee. The deal, disclosed in SpaceX's S-1 filing ahead of its expected IPO at a valuation exceeding $1.75 trillion, marks the second massive compute lease SpaceX has signed after a similar $1.25 billion/month agreement with Anthropic, raising questions about market concentration, governance risks under Elon Musk's near-total corporate control, and whether the AI infrastructure arms race has outpaced the capacity of even the world's largest cloud providers.