Google will pay SpaceX $920M per month for compute

谷歌将每月向 SpaceX 支付 9.2 亿美元用于计算资源

SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. The company announced the deal in a regulatory filing on Friday. 在历史性的首次公开募股（IPO）之前，SpaceX 又达成了一项计算资源交易，这次的合作方是谷歌。该公司在周五的一份监管文件中宣布了这一消息。

Under the terms of the deal, Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to “approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.” 根据协议条款，从 2026 年 10 月到 2029 年 6 月，谷歌将每月向 SpaceX 支付 9.2 亿美元，以获取“约 11 万个 NVIDIA GPU、CPU、内存及其他相关组件”的使用权。

The deal is similar in length and scope to the one SpaceX announced with Anthropic in late May. As part of that deal, Anthropic agreed to pay SpaceX $1.25 billion per month through 2029 to rent all the available compute from its Colossus 1 data center near Memphis, Tennessee, that xAI — now part of SpaceX — originally built for its own artificial intelligence efforts. 该协议在期限和规模上与 SpaceX 在 5 月下旬宣布的与 Anthropic 的交易相似。作为那项交易的一部分，Anthropic 同意在 2029 年前每月向 SpaceX 支付 12.5 亿美元，以租用其位于田纳西州孟菲斯附近的 Colossus 1 数据中心的所有可用计算资源，该中心最初是由 xAI（现为 SpaceX 的一部分）为其自身的人工智能项目所建。

Google’s deal appears to be paying for roughly half the amount of compute that Anthropic has access to at Colossus 1. SpaceX didn’t say which specific data center Google would be using. CEO Elon Musk has previously suggested his company would reserve the Colossus 2 data center for xAI. 谷歌此次支付的费用似乎对应于 Anthropic 在 Colossus 1 所获计算资源量的一半左右。SpaceX 并未说明谷歌将使用哪个具体的数据中心。首席执行官埃隆·马斯克此前曾暗示，公司将为 xAI 保留 Colossus 2 数据中心。

Anthropic was significantly limited in its compute capacity prior to its deal with SpaceX, raising usage limits on the same day the deal was announced. Google is in a very different position, with some estimates naming it as the world’s largest single owner of AI compute. 在与 SpaceX 达成交易之前，Anthropic 的计算能力受到严重限制，并在交易宣布的当天提高了使用限额。谷歌的情况则大不相同，一些估算将其列为全球最大的单一 AI 计算资源拥有者。

In a statement, a Google representative described the deal as a result of unexpected demand for its recently launched AI products. “Google Cloud and SpaceX are long-time partners,” Google said in a statement. “This is a short-term, timely agreement to ensure we have bridge capacity to meet surging customer demand for our agent platform, Gemini Enterprise, which has been even higher than we expected.” 在一份声明中，谷歌代表将此交易描述为对其近期推出的 AI 产品需求超出预期的结果。谷歌在声明中表示：“谷歌云与 SpaceX 是长期合作伙伴。这是一项短期的、及时的协议，旨在确保我们拥有过渡性的计算能力，以满足客户对我们代理平台 Gemini Enterprise 的激增需求，该需求甚至超出了我们的预期。”

But its parent company Alphabet is on a spending spree. Alphabet has already committed to more than $180 billion in capital expenditures this year and has said it expects that to “significantly increase” in 2027. To help with that, Alphabet recently announced an $80 billion equity sale. 但其母公司 Alphabet 正处于支出狂潮中。Alphabet 今年已承诺投入超过 1800 亿美元的资本支出，并表示预计 2027 年这一数字将“显著增加”。为了支持这一支出，Alphabet 最近宣布了 800 亿美元的股权出售计划。

Also like the Anthropic deal, the agreement with Google includes a cancellation clause. Both SpaceX and Google have the option to terminate the agreement with 90 days’ notice after December 31, 2026. 与 Anthropic 的交易一样，与谷歌的协议也包含取消条款。SpaceX 和谷歌均有权在 2026 年 12 月 31 日之后，提前 90 天通知对方终止协议。

Google’s access to the data center will ramp up “through September at a reduced fee,” according to the filing. “If we fail to deliver access to the committed amount of GPUs by September 30, 2026, then following a one-month grace period, Google may immediately terminate the agreement or accept the number of GPUs provided” with a reduction in the monthly fees, it reads. 根据文件显示，谷歌对数据中心的使用权限将“在 9 月期间逐步增加，费用会有所降低”。文件中写道：“如果我们未能在 2026 年 9 月 30 日之前提供承诺数量的 GPU 使用权，在经过一个月的宽限期后，谷歌可以立即终止协议，或者接受已提供的 GPU 数量”，并相应减少月费。

SpaceX announced the deal just one week before the company’s stock is expected to start trading on the Nasdaq exchange. Paperwork filed with the Securities and Exchange Commission shows the company is aiming to raise around $75 billion at a valuation of around $1.75 trillion — making it the largest in history. SpaceX 在其股票预计于纳斯达克交易所开始交易前一周宣布了这项交易。提交给美国证券交易委员会的文件显示，该公司目标融资约 750 亿美元，估值约为 1.75 万亿美元，这将使其成为史上规模最大的 IPO。

Google is a longtime investor in SpaceX. Its stake in Musk’s company is expected to be worth more than $100 billion after the IPO. The companies are also reportedly in talks to try to build orbital data centers — a major component of SpaceX’s future plans post-IPO. 谷歌是 SpaceX 的长期投资者。预计在 IPO 之后，其在马斯克公司中的持股价值将超过 1000 亿美元。据报道，两家公司还在商讨尝试建造轨道数据中心——这是 SpaceX IPO 后未来计划的重要组成部分。