SpaceX has signed a cloud services agreement with Google that could pay the company $920 million per month once full capacity is delivered, adding another major AI infrastructure revenue stream ahead of its planned market debut. The agreement gives Google access to a large compute package that includes approximately 110,000 NVIDIA GPUs, CPUs, memory and related components. Full payments are scheduled to run from October 2026 through June 2029, while capacity ramps up at a reduced fee through September.