SpaceX Signs $920 Million Monthly AI Deal With Google Days Before Blockbuster IPO— 110,000 Nvidia GPUs Locked In Through 2029

SpaceX has signed a $920 million monthly compute-leasing deal with Google, providing access to approximately 110,000 Nvidia GPUs through mid-2029, just days before its IPO. The company is targeting a valuation exceeding $1.75 trillion and has also secured a separate compute capacity deal with Anthropic. SpaceX's AI division recorded a $2.5 billion operating loss last quarter while spending $7.7 billion on AI infrastructure, though Morgan Stanley projects the AI division could contribute up to $190 billion by 2030.