Google has agreed to pay SpaceX $920 million per month for access to Nvidia chips as part of a cloud-services deal that runs through mid-2029, according to a company filing. This deal will provide SpaceX with significant revenue from Google.
Spacex
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- 0.Google will pay SpaceX $920M per month for compute (techcrunch.com)
Google will pay SpaceX $920 million per month from October 2026 to June 2029 for access to approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
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SpaceX is seeking to reserve up to 25% of its $75B IPO float for retail investors, a record allocation for a megacap company.
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Starlink has announced that it now has over 12 million active customers worldwide, up from 9 million in December 2025, according to Techmeme.
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Elon Musk's SpaceX IPO is shaping up to be the greatest Musk gambit yet, according to The New York Times' Ryan Mac.
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SpaceX has received a property tax exemption for its planned $55 billion Terafab chip facility in Texas, despite local opposition and threats of legal action.
- 0.The SpaceX IPO Will Be the Theft of the Century (montanaskeptic.substack.com)
Lawrence Fossi argues that the SpaceX IPO will be a failure due to its reliance on the Starship project, which is crucial for launching heavier satellites, making launches more economical, and fulfilling SpaceX's obligations to NASA.
- 0.Michael Burry says neither SpaceX nor Anthropic is worth $1T (businessinsider.com)
Michael Burry, investor of 'The Big Short' fame, expressed major doubts about the valuations of SpaceX and Anthropic, citing a lack of evidence to support their $1 trillion worth.
- 0.Water access is now a risk factor in SpaceX’s IPO (techcrunch.com)
SpaceX has added language to its IPO filing warning investors about the company's access to water, required to cool its data centers, citing concerns about localized droughts.
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Nasdaq, FTSE, and other index providers are shortening entry timelines to accommodate SpaceX's $75B IPO, with Elon Musk targeting retail investors. This move risks threatening the market's integrity.
- 0.The SpaceX IPO is great for Elon Musk and terrible for you (theverge.com)
The SpaceX IPO is the largest public offering ever, and it represents the culmination of financial nihilism, where companies prioritize profits over people and the environment.
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The US Space Force has awarded a $4.16 billion contract to SpaceX to build a space-based tracking network as part of President Trump's Golden Dome defensive shield. The network will track foreign aircraft and missiles.
- 0.How long is Anthropic’s lease with SpaceX? Opinions vary. (techcrunch.com)
xAI signed a major compute deal with Anthropic, pledging billions of dollars a month for exclusive use of the company's Colossus cluster. Elon Musk downplayed the extent of SpaceX's commitment to the deal.