Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t…

Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them. SpaceX just disclosed a new Cloud Service Agreement with Google. Google to pay SpaceX 920 million a month (about 11B a year) for compute capacity at xAI data centers Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies that …

Source: Gary Marcus (X) | 2026-06-05