Google has entered into a major infrastructure agreement with SpaceX, securing access to large-scale AI computing resources as demand for artificial intelligence services continues to surge.

Under the deal, Google will pay approximately $920 million per month to SpaceX from October 2026 through June 2029 for access to around 110,000 Nvidia GPUs, along with associated processors, memory systems, and supporting hardware housed within SpaceX's data center infrastructure.

The agreement comes as Google seeks additional computing capacity to support its rapidly growing AI business, particularly Gemini Enterprise, the company's AI platform designed for enterprise customers. Google said the partnership will help provide short-term capacity while it expands its own infrastructure to meet stronger-than-expected customer demand.

The deal marks another significant step in SpaceX's growing role within the AI infrastructure market following its merger with Elon Musk's artificial intelligence company xAI earlier this year. The combined company has been aggressively expanding its data center footprint and is increasingly monetizing that infrastructure through third-party compute agreements.

Last month, SpaceX announced a similar arrangement with AI startup Anthropic, which secured access to a large portion of the company's available computing resources through a separate multi-year agreement. Together, the deals highlight the growing demand for high-performance AI hardware as technology companies race to train and deploy increasingly powerful AI models.

According to regulatory filings, Google will gradually ramp up its use of the allocated computing resources before reaching full capacity later this year. The agreement also includes performance requirements, allowing Google to terminate the contract if SpaceX fails to provide the promised level of GPU capacity within the agreed timeline.

The partnership arrives just days before SpaceX's highly anticipated public offering. The company is reportedly seeking a valuation of around $1.75 trillion, potentially making it one of the largest IPOs ever completed. Investors have increasingly focused on SpaceX's AI ambitions, with billions of dollars being invested into data centers and computing infrastructure alongside its traditional aerospace and satellite businesses.

Google and SpaceX have maintained a business relationship for years. Google has been an investor in SpaceX since 2015 and previously partnered with the company on cloud and networking initiatives related to Starlink. Reports also suggest the two companies are exploring future projects involving orbital data center infrastructure.

As artificial intelligence adoption accelerates worldwide, access to computing power has become one of the industry's most valuable assets. The latest agreement underscores how major technology companies are willing to spend billions of dollars to secure the infrastructure needed to power the next generation of AI services.