The Compute Coalition: Alphabet Secures $30 Billion AI Lease with SpaceX
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Alphabet (Google) has agreed to a roughly $30 billion lease with SpaceX/xAI for 110,000 Nvidia GPUs (Oct 2026–Jun 2029) to rapidly expand capacity for Gemini Enterprise, paying about $920M/month; the deal includes delivery milestones, termination clauses, equity interconnections, and exploration of orbital data-center collaboration (Project Suncatcher).
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