The SpaceX-Google Compute Deal: An Infrastructure Shift Investors Are Underestimating
Google commits to $920 million per month for SpaceX AI infrastructure beginning October 2026. The SpaceX Google Deal signals a fundamental shift in how AI companies are competing for computational resources. Here’s a number most SpaceX investors are ignoring. $920 million per month. According to Reuters, Google committed to purchasing computing infrastructure from SpaceX beginning … Read more