SpaceX becomes Big Tech's GPU landlord: Google pays $920M/month, Anthropic $1.25B/month

SpaceX's IPO filing reveals Google agreed to pay $920M/month for 110,000 NVIDIA GPUs to power Gemini Enterprise (Oct 2026–Jun 2029), while Anthropic reportedly pays $1.25B/month for Colossus capacity. SpaceX is now a structural AI infrastructure utility at hyperscaler rates.