Google is paying SpaceX $920 million per month — not for rockets, for GPUs

Despite building its own AI chips, Google still needed more compute and locked in ~110,000 NVIDIA GPUs from SpaceX at $11B a year.

Google is paying SpaceX $920,000,000 per MONTH.

Not for rockets. For GPUs.

Despite building its own AI chips and spending hundreds of billions on infrastructure, Google still needed more compute to keep up with Gemini's growth.

So it reportedly locked in ~110,000 NVIDIA GPUs from SpaceX.

That's $11 BILLION A YEAR in GPU rent.

The biggest AI bottleneck today is compute.

When even Google can't build capacity fast enough, you realize how insane AI demand has become.

What's more surprising: Google paying $920M/month for GPUs, or SpaceX becoming an AI infrastructure giant?

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