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Podcast episode · June 07, 2026

Google's $30B SpaceX Cloud Deal and Upcoming AI IPOs

Google has signed a $30 billion cloud deal with SpaceX to access 110,000 Nvidia GPUs, supporting its Gemini Enterprise demand. This multi-year agreement involves a monthly payment of about $920 million, with a termination option after 2026. SpaceX, Anthropic, and OpenAI plan to debut on the stock market in 2026, with combined valuations exceeding three trillion dollars. Meanwhile, ASML's invitation to Elon Musk for a tech conference has sparked controversy among staff. Additionally, Apple is set to unveil iOS 27 and a redesigned Siri at WWDC 2026, while OpenAI introduces Lockdown Mode to enhance security.

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