Google locks in $920 million-a-month AI capacity deal with SpaceX
What's new: The pact covers about 110,000 Nvidia GPUs through June 2029 and gives Google an exit if capacity misses a Sept. 30, 2026 deadline.
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What's new: The pact covers about 110,000 Nvidia GPUs through June 2029 and gives Google an exit if capacity misses a Sept. 30, 2026 deadline.
Why it matters: The restriction reflects US export-control concerns around sensitive technology and narrows a major source of demand.
What's next: The offering could expose Anthropic's gross margins and reset pricing for private AI rivals.
What's new: NASA lifted the precautionary shelter order about two hours later as Russian cosmonauts inspected and sealed leak sites.
Why it matters: A 5% Nasdaq 100 drop and Bitcoin falling below $60,000 could drain retail cash from what may be a record IPO.