Google will pay SpaceX $920 million/month until June 2029 for 110,000 NVIDIA GPUs and components to support its Gemini Enterprise AI platform, in a deal worth almost $30 billion.
Nvidia gains rights to invest up to $2.1 billion in IREN as companies race to lock down massive AI compute capacity.
Google plans to invest up to $40 billion in AI startup Anthropic, committing $10 billion now at a $350 billion valuation with another $30 billion contingent on performance targets. The deal expands Anthropic's access to Google Cloud's TPUs while the company also secured $5 billion from Amazon and deals with CoreWeave. Anthropic released its powerful Mythos model this month with cybersecurity applications but restricted access due to misuse concerns.
