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The Cheques Are for the Land Not the Intelligence
In October 2026, Google begins paying SpaceX $920 million per month. The contract, disclosed in a SpaceX SEC filing, runs through June 2029 and buys access to approximately 110,000 Nvidia GPUs, CPUs, memory, and related components. At that rate, the full contract is worth roughly $30 billion. What Google is buying is not a model, not a product, not a research programme. It is hardware capacity, secured years in advance, at a price that eliminates flexibility. That is not how you invest in a technology. It is how you acquire a scarce physical asset before someone else does. aidatumpoint.substack.com · substackcdn.com
In October 2026, Google begins paying SpaceX $920 million per month. The contract, disclosed in a SpaceX SEC filing, runs through June 2029 and buys access to approximately 110,000 Nvidia GPUs, CPUs, memory, and related components. At that rate, the full contract is worth roughly $30 billion. What Google is buying is not a model, not a product, not a research programme. It is hardware capacity, secured years in advance, at a price that eliminates flexibility. That is not how you invest in a technology. It is how you acquire a scarce physical asset before someone else does.
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