alt Hacker NewsGoogle, of all companies, much vaunted (as in your comment!) for its huge infrastructure footprint, is renting compute from SpaceX to the tune of almost a billion a month: https://techcrunch.com/2026/06/05/google-will-pay-spacex-920...
This is in addition to bumping their CapEx spend to the extent their cash flow turned negative for the first time ever this quarter: https://arstechnica.com/google/2026/07/google-just-had-its-f...
The world doesn’t realize how desperately compute-crunched hyperscalers are to meet AI demand.
This is a better problem to have than SpaceX, which is renting out capacity obviously because it’s own AI products aren’t selling.
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This move was purely to pump up SpaceX stock price at its current absurd valuation b/c Google owns something like 6% of SpaceX
A deal with a company Google has a share of, announced a week before their IPO, with very non-committal terms and ramp period protections delivered in one large block on short term notice priced likely at the high end of what Google charges for A4X instances anyway.
I don’t think this reflects desperation as much as strategy.