Google Taps SpaceX For GPUs

Alphabet is going all-in on AI, committing an eye-popping $80 billion in new equity offerings and guiding 2026 capital spending to nearly $190 billion—with even more to come in 2027. The stakes are high: Google Cloud’s revenue is soaring (up 63% in Q1 2026), but massive backlog and hungry customers mean demand is outpacing the company’s own compute capacity. Enter a blockbuster $920 million per month deal with SpaceX for access to 110,000 Nvidia GPUs, acting as a critically timed bridge to keep Gemini Enterprise workloads humming. But there’s a catch—this “bridge” is only as strong as the demand and can be terminated with just 90 days’ notice, putting real pressure on Alphabet to convert backlog into active usage and justify the dilution.

Meanwhile, Google just scored a heavyweight validation: Apple is moving its most advanced AI workloads—Apple Intelligence—onto Google Cloud, but with a tightly controlled, cryptographically secure setup that keeps Apple in the driver’s seat. The upside? Google captures high-value, privacy-sensitive workloads and sets a new standard for running regulated industries on public cloud, challenging the old guard of AWS and Microsoft.

But resilience was stress-tested when a fire at a Delhi data center forced Google to reroute traffic and exposed the vulnerabilities of third-party infrastructure during India’s record heatwave. Enterprises and partners are already adapting, with agentic identity and trust solutions ramping up to close security gaps. Based on reporting from Cloud Wars, Business Insider, Ars Technica, Reuters, The Indian Express, Yahoo Finance, Fierce Network, citybiz, PR Newswire, and The National Law Review.

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