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Vanwida
241 posts
Vanwida
@vanwidaAI
Data science, nutrition, engineering, Personal trainer. The objective truth isn't handed to you; you earn the eyes for it by mastering many fields.
Barcelona Beigetreten Şubat 2026
14 Folgt8 Follower
This deal isn’t SpaceX reselling GPUs. It’s them securing massive revenue to help finance the real endgame: orbital data centers in space.
They’re building the infrastructure for AI compute where power and cooling are basically free. This agreement is just one of the ways they’re funding that future.
But sure, keep pretending it’s just circular PR.
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SpaceX is a GPU reseller now? 😆
So: Nvidia books the GPU sale. Elon books the revenue pre-IPO. Google gets a little more compute to ruin Search.
More circular clusterfucking for show. It’s all PR for the pump.
Sawyer Merritt@SawyerMerritt
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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@jimstewartson Why do you think he has 3 datacenter? because they look nice?
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@BenjaminDEKR They do, the are financing the datacenters in space, they they will lease them
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Genuine question: would the xAI + Anthropic + Google compute deals have happened if it were still a stand-alone company...?
If it were never merged with SpaceX?
And if the answer is "probably not," why?
Neither of the deals have anything to do with Space.
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@championswimmer You think google needs money and want to selll this stake as soon they can? Sounds bad business
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Google owns 5% of SpaceX
After IPO, conservatively it'll be $1.5T maybe $2T because of increased ARR from $18B to $26B
Google is promising SpaceX $8B/yr (temporary) revenue to get back a $75B~$100B equity value.
Sounds like a great deal for $GOOG huh?
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Anytime Elon competes with China he loses.
Solar power? Chinese mog him.
Electric cars? Chinese mog him.
Robots? Chinese mog him.
A.I.? Chinese mog him, while spending 10-100 times less.
Chips? Chinese mog him, despite having no EUV access.
Elon is visionary, but there's only so much he can do with the quantitatively limited American talent pool and shoddy infrastructure.
LinaHua@Linahuaa
China will have more than enough chips and more than enough energy, and also their own reusable rockets- long before Elon will manage to launch his first space data center. You are basically buying an internet provider for remote areas with a temporary moat that will become obsolete within a few years.
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@GaryMarcus So ,AWS is a great service, great business , but when Elon does it. Is just , couldn’t figure it out.There’s so many irrational Elon hate on the world. What do you think the plan to build data centers on space is, to randomly find out can lease them?
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Last year: people had to steal GPU’s from armored trucks.
This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them.
Rohan Paul@rohanpaul_ai
SpaceX just disclosed a new Cloud Service Agreement with Google. Google to pay SpaceX $920 million a month (about $11B a year) for compute capacity at xAI data centers Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies that can finance, power, cool, and operate giant GPU fleets may gain leverage far outside their original business.
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@The_Real_ITDUDE How do you value this exact company? I think is worth way more.
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Who is stupid enough to believe SpaceX is worth $135?!
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When you reach a certain size on X, you tend to piss off a lot of people.
Your friends get jealous.
Random internet trolls try to break you down.
That's just part of the game.
Don't let it bother you.
Keep building.
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@mikeydsoftware Say i'm a programmer, and my IDE has a file idk why called CLAUDE.md 🤣
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Serious Question:
What's your plan if AI writes better code than you...
and has for the last 6 months? 🤔😂
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@Palak3312 you just pointed like the second division of AI 😂
I mean anthropic is the one is far ahead from the rest right now.
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I mean, coding skills are useless, you need to understand the project and how things works. but coding now is like 2 years ago needing to code in binary. Wouldn't make sense. Distribution, marketing.. creating communities.. until the singularity arrives and we all spend our days chatting on X.
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My SaaS has made $57.87
Just $999,942.13 to go until my first million!
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@ishivamgaur I mean as a dev,.. opus 4.8 is the main one.. GPT5.5 too the rest are maybe.. if you run out of credits :D
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. @SpaceX has a monopoly on putting mass in orbit.
But unlike most monopolies, this one was developed by virtue of having such a blistering advantage over every other legacy "innovator" in the space, that now they have carved out an entire market for data centers in space
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@md_kasif_uddin Kimi k.26 for programming
Deepseek v4 Pro for planning.
Deepseek v4 flash free for Hermes :D (sometimes)
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@TheGeorgePu Why you think is symbolic, they could saved Project Glaswind, they could have owned the AI space since March with Mythos. they didn't.
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Anthropic’s chanting on pausing AI development is mostly symbolic.
Even if everyone in US paused, you think China will stop?
Even if it works, will countries stick to it like it’s the Geneva convention?
But I wouldn’t call it marketing.
Frontier labs people see things we the normal people don’t see.
Let’s hope more people speaks out about what’s happening.
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@Adam_and_EVs They are still training Grok. at 6T and 10T after, already finished a V9-medium at 1.5T and also imagine. Colossus 2 is the best AI datacenter.
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So hang on, SpaceX renting out their entire compute to competitors, Google and Anthropic? They no longer competing? They not going to use the compute? Why did they invest in it and yet don't need it? Is this because their CEO is a genius? Or a desperate fraud? Please explain!😳
Ed Ludlow@EdLudlow
BREAKING; SpaceX and Google enter a cloud service agreement through which Google has agreed to pay SpaceX $920 million per month from October 2026 to June 2029. Compute capacity provided includes about 110,000 Nvidia GPUs, CPUs, memory and other related components
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@BenjaminDEKR they are training a 6T and a 10T after. already finished the V9-medium with 1.5T. the thing is colossus 2 is .. very efficient , the problem google has is scalability and clusters. they have all TPU spread around the world.
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If the ~110,000 NVIDIA GPUs that Google is renting from xAI come from under the Colossus 2 data center
(remember, Anthropic got all of Colossus 1)
...does that suggest xAI isn't using all of Colossus 2 for training its own models anymore?
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its not like that, for real, already discussed that xD
first of all New Glenn does not have an engine, hope they can fix this soon, but as is today, They need to design a new engine.
second.. the New Glenn has a Vault second stage that get lost and it can unlock bigger payload volumes, does not mean the payload volume is bigger.
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why is everyone convinced that Starship must be the greatest rocket ever and nothing can top it
some of you really are Elon fanboys
øtherside🚀@otherside_X42
New Glenn 9x4 will beat Starship in Payload volume and I'm really excited what kind of stuff you could send in that fairing
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