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$Hewlett Packard Enterprise(HPE)$ v. k

06-06

$Hewlett Packard Enterprise(HPE)$

06-06

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06-06

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06-06

$Hewlett Packard Enterprise(HPE)$

2025-02-26

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2024-09-28

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2023-08-12

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</a>&nbsp;","text":"$Hewlett Packard Enterprise(HPE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572127595512912","isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407481819755184,"gmtCreate":1740500841858,"gmtModify":1740501297521,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4154321800217772","idStr":"4154321800217772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> f","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> f","text":"$SUPER MICRO COMPUTER INC(SMCI)$ f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407481819755184","isVote":1,"tweetType":1,"viewCount":4999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354181814239280,"gmtCreate":1727478258628,"gmtModify":1727484403807,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4154321800217772","idStr":"4154321800217772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>good luck&nbsp;","text":"$Tiger Brokers(TIGR)$ good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354181814239280","isVote":1,"tweetType":1,"viewCount":4944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208082857148544,"gmtCreate":1691825313331,"gmtModify":1691826789887,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4154321800217772","idStr":"4154321800217772"},"themes":[],"title":"","htmlText":"ABCDEFGHSKFBBSKDBDBAKXBF&nbsp;&nbsp;","listText":"ABCDEFGHSKFBBSKDBDBAKXBF&nbsp;&nbsp;","text":"ABCDEFGHSKFBBSKDBDBAKXBF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/208082857148544","isVote":1,"tweetType":1,"viewCount":3708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":407481819755184,"gmtCreate":1740500841858,"gmtModify":1740501297521,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154321800217772","authorIdStr":"4154321800217772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> f","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> f","text":"$SUPER MICRO COMPUTER INC(SMCI)$ f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407481819755184","isVote":1,"tweetType":1,"viewCount":4999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572128049603056,"gmtCreate":1780702016581,"gmtModify":1780702018430,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154321800217772","authorIdStr":"4154321800217772"},"themes":[],"title":"","htmlText":"&nbsp;&nbsp;","listText":"&nbsp;&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572128049603056","repostId":"1106339360","repostType":2,"repost":{"id":"1106339360","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1780695871,"share":"https://ttm.financial/m/news/1106339360?lang=en_US&edition=fundamental","pubTime":"2026-06-06 05:44","market":"nz","language":"en","title":"Google Inks Major Computing Deal with SpaceX, Leasing 110,000 NVIDIA GPUs for $920 Million Monthly","url":"https://stock-news.laohu8.com/highlight/detail?id=1106339360","media":"Deep News","summary":"Google's CEO and Elon Musk conversed prior to the inauguration ceremony of the 47th U.S. President, Donald Trump. SpaceX and Google have entered into a cloud services agreement. Under this deal,...","content":"<p>Google's CEO and Elon Musk conversed prior to the inauguration ceremony of the 47th U.S. President, Donald Trump.<br><br>\n<b>SpaceX</b> and <b>Google</b> have entered into a cloud services agreement. Under this deal, <b>Google</b> has agreed to pay <b>SpaceX</b> $920 million per month from October 2026 through June 2029.<br><br>\nAccording to a regulatory filing on Friday, <b>Google</b> will utilize approximately 110,000 <b>NVIDIA</b> graphics processing units, along with central processing units, memory, and other components located within <b>SpaceX's</b> data centers. The agreement runs from this October until June 2029, with a monthly fee of $920 million. The computing capacity will be ramped up gradually before September, with the fees adjusted lower accordingly.<br><br>\nIf <b>SpaceX</b> fails to deliver the agreed number of GPUs by September 30, 2026, <b>Google</b> may, after a one-month grace period, choose to terminate the agreement immediately or accept the delivered quantity and have the monthly fee reduced proportionally.<br><br>\nAfter December 31, 2026, either party may terminate the agreement with 90 days' notice.<br><br>\nA <b>Google</b> Cloud spokesperson stated that the deal is intended to \"ensure we have transitional compute capacity to meet the surging demand from our customers for our Agent platform Gemini Enterprise, which has even exceeded our expectations.\" <b>Google</b> launched the Gemini Enterprise subscription service for large enterprises last October.<br><br>\nThis agreement with <b>Google</b> marks the second major infrastructure transaction announced by <b>SpaceX</b> since its merger with Elon Musk's AI company, xAI, in February, at which time the combined entity was valued at $1.25 trillion. Last month, Anthropic announced a deal to utilize the full computing capacity of <b>SpaceX's</b> Colossus 1 data center in Memphis, Tennessee.<br><br>\n<b>Alphabet</b> has already reaped a massive windfall from its investment in <b>SpaceX</b>. When <b>Google</b> invested in 2015, Musk's company was valued at $12 billion. The company is now planning to go public next week with a valuation exceeding $1.75 trillion.<br><br>\nMusk is attempting to bolster <b>SpaceX's</b> AI narrative ahead of next week's IPO, aiming to show that the company's massive investments in multiple data centers in Memphis and surrounding areas are yielding at least some return. In its prospectus, <b>SpaceX</b> stated that total capital expenditures for the first quarter amounted to $10.1 billion, more than double the figure from the same period last year, with the vast majority—$7.7 billion—invested in AI.<br><br>\nMeanwhile, the AI division within the business reported an operating loss of $2.5 billion this quarter, with revenue of only $818 million. Musk has touted xAI's Grok model and chatbot as competitors to AI leaders <b>OpenAI</b>, Anthropic, and <b>Google's</b> products, but his company's offerings have yet to make a significant impact in the booming market.<br><br>\n<b>SpaceX's</b> AI faces multiple lawsuits and government investigations in the U.S. and abroad after Grok allowed users to easily create and share non-consensual pornographic images (i.e., deepfake pornography) by modifying adult or children's photos or videos.<br><br>\nIn March, following a talent exodus from xAI, Musk stated that Grok needed to be rebuilt. Subsequently, the company secured an agreement granting it an option to acquire AI programming startup Cursor for $60 billion.<br><br>\nConcurrently, <b>SpaceX</b> is working to generate revenue from data centers initially built to handle Grok-related workloads.<br><br>\nIn the section of its IPO filing regarding \"computing services agreements with third parties,\" <b>SpaceX</b> stated: \"We believe our compute infrastructure and related strategies provide us with significant flexibility in allocating and monetizing capacity.\"<br><br>\nIn the prospectus, <b>SpaceX</b> lists <b>Google</b> as a competitor in its Connectivity business, where it operates the Starlink satellite internet service, while <b>Google</b> operates a fiber broadband business. In the AI field, <b>SpaceX</b> states it competes with <b>Google</b> as well as <b>OpenAI</b>, Anthropic, <b>Meta</b>, and <b>Microsoft</b>.<br><br>\n<b>Google</b> is significantly increasing its AI spending to catch up with rival hyperscale cloud providers. The company raised its capital expenditure forecast for this year in April to a range of $180 billion to $190 billion, up from a previous estimate of $175 billion to $185 billion.<br><br>\n<b>Alphabet</b> stated this week that it plans to sell $85 billion in stock, including $10 billion backed by Berkshire Hathaway, to meet \"unprecedented customer demand.\"<br><br>\nIn its move into the infrastructure leasing market, <b>SpaceX</b> also competes with a group of companies often referred to as \"neoclouds,\" including CoreWeave and Nebius. These stocks were hit hard on Friday amid a broader tech sell-off but rebounded following the announcement of the <b>SpaceX</b>-<b>Google</b> partnership.<br><br>\n<b>Google</b> and <b>SpaceX</b> have previously entered into cloud cooperation agreements, but with reversed roles. Five years ago, <b>Google</b> agreed to provide computing and networking resources to <b>SpaceX</b> to help it deliver internet service via Starlink satellites. That agreement required <b>SpaceX</b> to install ground stations in <b>Google</b> data centers, marking a significant win for <b>Google</b> in its efforts to catch up to Amazon Web Services (AWS) and <b>Microsoft</b> Azure.<br><br>\nThomas Kurian, CEO of the <b>Google</b> Cloud Group, stated at the time: \"They chose us because of the quality of our network, as well as the distribution and coverage of the network.\"<br><br></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Inks Major Computing Deal with SpaceX, Leasing 110,000 NVIDIA GPUs for $920 Million Monthly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Inks Major Computing Deal with SpaceX, Leasing 110,000 NVIDIA GPUs for $920 Million Monthly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-06-06 05:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Google's CEO and Elon Musk conversed prior to the inauguration ceremony of the 47th U.S. President, Donald Trump.<br><br>\n<b>SpaceX</b> and <b>Google</b> have entered into a cloud services agreement. Under this deal, <b>Google</b> has agreed to pay <b>SpaceX</b> $920 million per month from October 2026 through June 2029.<br><br>\nAccording to a regulatory filing on Friday, <b>Google</b> will utilize approximately 110,000 <b>NVIDIA</b> graphics processing units, along with central processing units, memory, and other components located within <b>SpaceX's</b> data centers. The agreement runs from this October until June 2029, with a monthly fee of $920 million. The computing capacity will be ramped up gradually before September, with the fees adjusted lower accordingly.<br><br>\nIf <b>SpaceX</b> fails to deliver the agreed number of GPUs by September 30, 2026, <b>Google</b> may, after a one-month grace period, choose to terminate the agreement immediately or accept the delivered quantity and have the monthly fee reduced proportionally.<br><br>\nAfter December 31, 2026, either party may terminate the agreement with 90 days' notice.<br><br>\nA <b>Google</b> Cloud spokesperson stated that the deal is intended to \"ensure we have transitional compute capacity to meet the surging demand from our customers for our Agent platform Gemini Enterprise, which has even exceeded our expectations.\" <b>Google</b> launched the Gemini Enterprise subscription service for large enterprises last October.<br><br>\nThis agreement with <b>Google</b> marks the second major infrastructure transaction announced by <b>SpaceX</b> since its merger with Elon Musk's AI company, xAI, in February, at which time the combined entity was valued at $1.25 trillion. Last month, Anthropic announced a deal to utilize the full computing capacity of <b>SpaceX's</b> Colossus 1 data center in Memphis, Tennessee.<br><br>\n<b>Alphabet</b> has already reaped a massive windfall from its investment in <b>SpaceX</b>. When <b>Google</b> invested in 2015, Musk's company was valued at $12 billion. The company is now planning to go public next week with a valuation exceeding $1.75 trillion.<br><br>\nMusk is attempting to bolster <b>SpaceX's</b> AI narrative ahead of next week's IPO, aiming to show that the company's massive investments in multiple data centers in Memphis and surrounding areas are yielding at least some return. In its prospectus, <b>SpaceX</b> stated that total capital expenditures for the first quarter amounted to $10.1 billion, more than double the figure from the same period last year, with the vast majority—$7.7 billion—invested in AI.<br><br>\nMeanwhile, the AI division within the business reported an operating loss of $2.5 billion this quarter, with revenue of only $818 million. Musk has touted xAI's Grok model and chatbot as competitors to AI leaders <b>OpenAI</b>, Anthropic, and <b>Google's</b> products, but his company's offerings have yet to make a significant impact in the booming market.<br><br>\n<b>SpaceX's</b> AI faces multiple lawsuits and government investigations in the U.S. and abroad after Grok allowed users to easily create and share non-consensual pornographic images (i.e., deepfake pornography) by modifying adult or children's photos or videos.<br><br>\nIn March, following a talent exodus from xAI, Musk stated that Grok needed to be rebuilt. Subsequently, the company secured an agreement granting it an option to acquire AI programming startup Cursor for $60 billion.<br><br>\nConcurrently, <b>SpaceX</b> is working to generate revenue from data centers initially built to handle Grok-related workloads.<br><br>\nIn the section of its IPO filing regarding \"computing services agreements with third parties,\" <b>SpaceX</b> stated: \"We believe our compute infrastructure and related strategies provide us with significant flexibility in allocating and monetizing capacity.\"<br><br>\nIn the prospectus, <b>SpaceX</b> lists <b>Google</b> as a competitor in its Connectivity business, where it operates the Starlink satellite internet service, while <b>Google</b> operates a fiber broadband business. In the AI field, <b>SpaceX</b> states it competes with <b>Google</b> as well as <b>OpenAI</b>, Anthropic, <b>Meta</b>, and <b>Microsoft</b>.<br><br>\n<b>Google</b> is significantly increasing its AI spending to catch up with rival hyperscale cloud providers. The company raised its capital expenditure forecast for this year in April to a range of $180 billion to $190 billion, up from a previous estimate of $175 billion to $185 billion.<br><br>\n<b>Alphabet</b> stated this week that it plans to sell $85 billion in stock, including $10 billion backed by Berkshire Hathaway, to meet \"unprecedented customer demand.\"<br><br>\nIn its move into the infrastructure leasing market, <b>SpaceX</b> also competes with a group of companies often referred to as \"neoclouds,\" including CoreWeave and Nebius. These stocks were hit hard on Friday amid a broader tech sell-off but rebounded following the announcement of the <b>SpaceX</b>-<b>Google</b> partnership.<br><br>\n<b>Google</b> and <b>SpaceX</b> have previously entered into cloud cooperation agreements, but with reversed roles. Five years ago, <b>Google</b> agreed to provide computing and networking resources to <b>SpaceX</b> to help it deliver internet service via Starlink satellites. That agreement required <b>SpaceX</b> to install ground stations in <b>Google</b> data centers, marking a significant win for <b>Google</b> in its efforts to catch up to Amazon Web Services (AWS) and <b>Microsoft</b> Azure.<br><br>\nThomas Kurian, CEO of the <b>Google</b> Cloud Group, stated at the time: \"They chose us because of the quality of our network, as well as the distribution and coverage of the network.\"<br><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","NVDA":"英伟达","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1989773731.SGD":"CPR Invest - 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A-SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106339360","content_text":"Google's CEO and Elon Musk conversed prior to the inauguration ceremony of the 47th U.S. President, Donald Trump.\nSpaceX and Google have entered into a cloud services agreement. Under this deal, Google has agreed to pay SpaceX $920 million per month from October 2026 through June 2029.\nAccording to a regulatory filing on Friday, Google will utilize approximately 110,000 NVIDIA graphics processing units, along with central processing units, memory, and other components located within SpaceX's data centers. The agreement runs from this October until June 2029, with a monthly fee of $920 million. The computing capacity will be ramped up gradually before September, with the fees adjusted lower accordingly.\nIf SpaceX fails to deliver the agreed number of GPUs by September 30, 2026, Google may, after a one-month grace period, choose to terminate the agreement immediately or accept the delivered quantity and have the monthly fee reduced proportionally.\nAfter December 31, 2026, either party may terminate the agreement with 90 days' notice.\nA Google Cloud spokesperson stated that the deal is intended to \"ensure we have transitional compute capacity to meet the surging demand from our customers for our Agent platform Gemini Enterprise, which has even exceeded our expectations.\" Google launched the Gemini Enterprise subscription service for large enterprises last October.\nThis agreement with Google marks the second major infrastructure transaction announced by SpaceX since its merger with Elon Musk's AI company, xAI, in February, at which time the combined entity was valued at $1.25 trillion. Last month, Anthropic announced a deal to utilize the full computing capacity of SpaceX's Colossus 1 data center in Memphis, Tennessee.\nAlphabet has already reaped a massive windfall from its investment in SpaceX. When Google invested in 2015, Musk's company was valued at $12 billion. The company is now planning to go public next week with a valuation exceeding $1.75 trillion.\nMusk is attempting to bolster SpaceX's AI narrative ahead of next week's IPO, aiming to show that the company's massive investments in multiple data centers in Memphis and surrounding areas are yielding at least some return. In its prospectus, SpaceX stated that total capital expenditures for the first quarter amounted to $10.1 billion, more than double the figure from the same period last year, with the vast majority—$7.7 billion—invested in AI.\nMeanwhile, the AI division within the business reported an operating loss of $2.5 billion this quarter, with revenue of only $818 million. Musk has touted xAI's Grok model and chatbot as competitors to AI leaders OpenAI, Anthropic, and Google's products, but his company's offerings have yet to make a significant impact in the booming market.\nSpaceX's AI faces multiple lawsuits and government investigations in the U.S. and abroad after Grok allowed users to easily create and share non-consensual pornographic images (i.e., deepfake pornography) by modifying adult or children's photos or videos.\nIn March, following a talent exodus from xAI, Musk stated that Grok needed to be rebuilt. Subsequently, the company secured an agreement granting it an option to acquire AI programming startup Cursor for $60 billion.\nConcurrently, SpaceX is working to generate revenue from data centers initially built to handle Grok-related workloads.\nIn the section of its IPO filing regarding \"computing services agreements with third parties,\" SpaceX stated: \"We believe our compute infrastructure and related strategies provide us with significant flexibility in allocating and monetizing capacity.\"\nIn the prospectus, SpaceX lists Google as a competitor in its Connectivity business, where it operates the Starlink satellite internet service, while Google operates a fiber broadband business. In the AI field, SpaceX states it competes with Google as well as OpenAI, Anthropic, Meta, and Microsoft.\nGoogle is significantly increasing its AI spending to catch up with rival hyperscale cloud providers. The company raised its capital expenditure forecast for this year in April to a range of $180 billion to $190 billion, up from a previous estimate of $175 billion to $185 billion.\nAlphabet stated this week that it plans to sell $85 billion in stock, including $10 billion backed by Berkshire Hathaway, to meet \"unprecedented customer demand.\"\nIn its move into the infrastructure leasing market, SpaceX also competes with a group of companies often referred to as \"neoclouds,\" including CoreWeave and Nebius. These stocks were hit hard on Friday amid a broader tech sell-off but rebounded following the announcement of the SpaceX-Google partnership.\nGoogle and SpaceX have previously entered into cloud cooperation agreements, but with reversed roles. Five years ago, Google agreed to provide computing and networking resources to SpaceX to help it deliver internet service via Starlink satellites. That agreement required SpaceX to install ground stations in Google data centers, marking a significant win for Google in its efforts to catch up to Amazon Web Services (AWS) and Microsoft Azure.\nThomas Kurian, CEO of the Google Cloud Group, stated at the time: \"They chose us because of the quality of our network, as well as the distribution and coverage of the network.\"","news_type":1,"symbols_score_info":{"NVD":1,"NVDO":1,"MSFL":1,"NVDA":1,"GOOX":1,"NVDX":1,"NVDW":1,"NVDD":1,"NVDS":1,"NVDG":1,"MSFX":1,"DIPS":1,"GOOY":1,"GOOW":1,"07388":1,"NVDQ":1,"07788":1,"NVD3.UK":1,"MSFW":1,"NVDS.UK":1,"GOOGL":1,"NVDY":1,"NVDU":1,"SNVD.UK":1,"NVDL":1,"NVYY":1,"ANV":1,"3NVD.UK":1,"GOU":1,"MSFD":1,"MSFO":1,"GGLL":1,"NVII":1,"NVIW.SI":1,"NVD2.UK":1,"2NVD.UK":1,"GGLS":1,"GOOP":1,"MSFU":1,"NVDB":1,"MSFT":1,"MSFY":1}},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572127739073712,"gmtCreate":1780702012762,"gmtModify":1780702014972,"author":{"id":"4154321800217772","authorId":"4154321800217772","name":"hengzzz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154321800217772","authorIdStr":"4154321800217772"},"themes":[],"title":"","htmlText":"&nbsp;.&nbsp; 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