Google will pay SpaceX $920 million per month for access to approximately 110,000 NVIDIA GPUs and related compute infrastructure from October 2026 through June 2029, according to a regulatory filing.
OpenAI and partners opened The Barn, a 1GW data center in Saline, Michigan, pledging union jobs, water conservation, and community investment.
SpaceX CEO Elon Musk claims a 180-day lease with 90-day exit terms, but SpaceX's SEC filing describes a three-year agreement through May 2029 at $1.25B/month.
A new inference cloud startup backed by FUSE VC is deploying specialized chips to undercut GPU-heavy competitors in the race for AI inference capacity.
SpaceX is finalizing v1.0 of a custom AI training framework built in C, according to Elon Musk.
SpaceX's IPO filing reveals Anthropic will pay $1.25 billion monthly for AI training capacity, underscoring the compute scarcity driving major AI infrastructure deals.
A three-year infrastructure deal between rivals signals xAI's pivot to cloud provider model and raises questions about compute utilization.
OpenAI's Stargate initiative has already exceeded its original 10GW U.S. compute target, with 3GW added in just the last 90 days.