Google owns 5% of SpaceX fyi.
Google to pay SpaceX $920M a month for compute capacity at xAI data centers
101–110 of 1001 posts
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#102If you can't buy DRAM, you gotta rent your compute infrastructure.
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#103What exactly is SpaceX's core business?
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#104“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 corresponding pro rata reduction in the monthly fees. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice.”
https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
It’s only to boost the IPO price. The agreement will last only a few months on paper. I doubt it is a real transaction.
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#105This feels actually like a pretty safe bet for Google, they secure the compute in case it works (I doubt that the described volume will be available in the near future), while if SpaceX doesn’t manage to provide there is not much loss.
I see it more as another way of blowing up SpaceX valuation on paper…
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#106Is there any data on whether Google, Amazon, Microsoft, Anthropic, OpenAI etc are most cost efficient in getting datacenter compute online and operating it?
I'd be interested in how large the range is here across company and region and specific data center and how it relates to companies like Hetzner if at all.
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#107Sorry, what?
Does this mean that SpaceX are the only company that really did build some datacenters to put all the million of GPU/TPU/whatever they all talk about everyday?
I mean, Google, Amazon, Meta and Microsoft told investors they spent more than $1B per day last year in CapEx... why on Earth do they (well, Google and Anthropic at least) need to rent compute to SpaceX, of all companies?
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#108“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 corresponding pro rata reduction in the monthly fees. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice.” https://www.sec.gov/Archives/edgar/data/1181412/000…
Didn't Anthropic pull the same in both ways? you pull me up I pull you up kind of deal? Sounds like SpaceX bought themselves some time up to Q4, which is not the case of Anthropic and even worse for OpenAI. Not counting that none of them got their S&P500 fast-track ticket.
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#109Sorry, what? Does this mean that SpaceX are the only company that really did build some datacenters to put all the million of GPU/TPU/whatever they all talk about everyday? I mean, Google, Amazon, Meta and Microsoft told investors they spent more than $1B per day last year in CapEx... why on Earth do they (well, Google and Anthropic at least) need to rent compute to SpaceX, of all companies?
They overbuilt capacity for grok but no one wants to use grok for several reasons
Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers
#110“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 corresponding pro rata reduction in the monthly fees. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice.” https://www.sec.gov/Archives/edgar/data/1181412/000…
why would Google help a competitor like that, though?