English 
5 min of reading 
0 comments 
SpaceX and Google sign a billion-dollar agreement of $30 billion to expand artificial intelligence infrastructure and transform the global technology market.
SpaceX has taken an important step to expand its presence in the artificial intelligence sector by signing an agreement valued at over $30 billion with Google. The contract, presented to the Securities and Exchange Commission (SEC), provides for the rental of computing capacity in an operation that could transform the technological structure of Elon Musk’s company in the coming years.
The announcement, released by Forbes on June 8, comes at a strategic moment. In addition to reinforcing the company’s operational capacity, the agreement comes shortly before the anticipated IPO of SpaceX, which could value the company at approximately $1.7 trillion. The partnership also highlights the growing competition in the global technology market for computing infrastructure capable of supporting the advancement of artificial intelligence.
Billion-dollar agreement between SpaceX and Google moves over $30 billion
According to documents sent to the SEC, SpaceX signed a contract that provides for monthly payments of $920 million to Google Cloud. Over the duration of the commitment, the total value could exceed $30 billion, equivalent to about R$ 153.7 billion.
-
China tests a 10-megawatt nuclear reactor that fits in a truck and can provide energy for decades to islands, military bases, remote areas, and even artificial intelligence data centers.
-
A meteor shower will occur this week and no one in the world will be able to see it, but they will be able to hear it.
-
Scientists create concrete made from seafloor sediment for robots to print 3D structures underwater, aiming to transform the ocean floor into a submerged construction site for bridges, ports, and maritime bases.
-
Owner of ChatGPT enters the stock market queue and could be worth $1 trillion, while Anthropic and SpaceX accelerate their own plans in a race that promises to test if the market is still willing to bet heavily on artificial intelligence.
The billion-dollar agreement was structured similarly to contracts previously signed with companies in the artificial intelligence sector, reflecting Elon Musk’s strategy to rapidly expand the company’s computing capacity.
In addition to strengthening its technological infrastructure, the partnership could generate approximately $11 billion in annual revenue for SpaceX by June 2029.
The main points of the contract include:
- Monthly payment of $920 million;
- Total value exceeding $30 billion;
- Estimated annual revenue of $11 billion by 2029;
- Possibility of early termination by either party.
Global technology market intensifies competition for computing capacity
In recent years, the global technology market has undergone an accelerated transformation driven by generative artificial intelligence.
Companies that previously competed only in software innovation are now also vying for the infrastructure needed to train and operate advanced AI models. This includes data centers, specialized chips, data storage, and high-capacity networks.
The move by SpaceX occurs precisely in this context. The growing demand for processing has made computational infrastructure one of the most valuable assets in the technology sector.
SpaceX secures access to 110,000 Nvidia GPUs
One of the most relevant details of the contract involves access to high-performance equipment.
According to the documentation submitted to the U.S. regulator, SpaceX will have access to about 110,000 Nvidia GPUs, in addition to other components aimed at advanced data processing.
GPUs are considered fundamental for the operation of modern artificial intelligence systems, allowing the training of increasingly complex and sophisticated models.
In practice, the infrastructure provided by Google will allow the company to accelerate strategic projects related to AI and expand its operational capacity on a large scale.
Artificial intelligence drives billion-dollar growth projections
The artificial intelligence sector continues to attract extremely optimistic projections from the financial market.
Goldman Sachs analysts estimate that revenue related to the segment could reach $322 billion by 2030. If this scenario materializes, the volume would represent a growth of nearly one hundred times compared to the current levels mentioned by specialists.
This potential helps explain why companies are investing billions of dollars in technological infrastructure.
The main factors driving this expansion include:
- Growth of generative AI;
- Increased corporate adoption of automation;
- Expansion of cloud computing;
- Growing need for data processing;
- Development of more advanced models.
In this scenario, the billion-dollar agreement between SpaceX and Google emerges as a direct bet on the future expansion of the sector.
Google expands investments to sustain AI advancement
The partnership also takes place at a time of strong expansion of Google’s investments.
In the week prior to the announcement, the company reported an operation of raising nearly $85 billion through the issuance of shares. The funds will be primarily directed towards strengthening its infrastructure focused on artificial intelligence.
In a statement, Google Cloud highlighted that it maintains a long-standing business relationship with SpaceX and classified the new contract as strategic and temporary.
The initiative shows that major companies in the global technology market are concentrating efforts to expand their computational capacity in the face of the explosion in demand for AI services.
Elon Musk bets on space data centers as the next step
While strengthening his terrestrial infrastructure, Elon Musk is also working on an even more ambitious proposal.
During a presentation to investors conducted by Jamie Dimon, CEO of JPMorgan, the entrepreneur stated that he intends to use satellites to host advanced data processing systems in orbit.
The idea is to create space data centers powered by solar energy, taking advantage of the structure already developed for the company’s space projects.
According to Musk, the development of these platforms could be less complex than the construction of communication satellites currently produced by the companies under his command.
The project is still in the conceptual phase, but it demonstrates how SpaceX intends to combine space connectivity and artificial intelligence in a long-term strategy.
SpaceX IPO could become one of the largest in history
The billion-dollar deal was announced amid preparations for the company’s public offering.
The disclosed documents indicate that SpaceX intends to sell 555.6 million shares at a price of $135 each. The operation values the company at approximately $1.7 trillion, or about R$ 8.5 trillion.
If the plans are maintained, the public offering could go down in history as one of the largest ever conducted in global financial markets.
The strengthening of revenues linked to artificial intelligence is seen as one of the factors that could increase investor interest in the operation.
What changes for the future of digital infrastructure
The partnership between SpaceX and Google represents more than just a commercial contract. It shows how computational infrastructure has become a central piece in the race for the future of artificial intelligence.
Access to 110,000 GPUs, billion-dollar investments in data centers, and plans to develop processing centers in orbit indicate that the next phase of technological innovation will increasingly depend on the ability to process data on a massive scale.
With an agreement exceeding $30 billion, SpaceX strengthens its position in the global technology market, while Google expands its presence as a strategic supplier of digital infrastructure. Together, the two companies reinforce a trend that is expected to mark the coming years: the growing integration between advanced computing, space connectivity, and artificial intelligence.
Be the first to react!