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by mikewarot 4 days ago
The agreement in question is quite short[1], and includes no penalties for failure to provide the required compute amount other than pro-rating things. There's nothing in this that you couldn't sign even if you had no GPUs to offer Google.

I'm not a lawyer, but it seems to me that this is like Google agreeing to buy a billion dollars of lemonade from Tim's lemonade stand, Inc, and Tim is 8 years old.

I don't see how this provides any cover to xAI/SpaceX as far as SEC rules go for getting into the top 100 stock index.

[1] https://www.sec.gov/Archives/edgar/data/1181412/000162828026...