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Comment by keeda

Google, 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.

parent keeda 3 months ago

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