TL;DR: Google is reportedly paying SpaceX $920 million per month to lease Nvidia GPUs despite building its own TPUs.
Summary: Google has signed a Cloud Service Agreement with SpaceX to rent approximately 110,000 Nvidia GPUs for $920 million a month. The contract is valued at $30 billion overall. The deal suggests Google's AI compute demands have surpassed its internal TPU manufacturing and cloud infrastructure capacity.
Why it matters: It signals that even top-tier cloud providers are facing extreme compute capacity constraints and must outsource infrastructure. Builders should anticipate continued high demand and creative sourcing strategies for premium GPU clusters.
Source: @aaditsh