Google has agreed to pay SpaceX $920 million per month from October 2026 through June 2029 for access to roughly 110,000 NVIDIA GPUs and related compute, citing higher-than-expected demand for its Gemini Enterprise agent platform. The deal, disclosed in a regulatory filing, resembles a similar arrangement SpaceX struck with Anthropic and includes a cancellation clause allowing either party to exit with 90 days' notice after December 31, 2026. The agreement comes just a week before SpaceX is expected to begin trading on the Nasdaq, with the company aiming to raise around $75 billion at a valuation near $1.75 trillion, which would be the largest IPO in history.