SpaceX公司已达成约400亿美元的资金承诺，用于AI芯片和相关数据中心设备，该公司在监管备案星期一披露。 SpaceX在一份声明中称这项交易为“承付最多的GPU融资”。
根据该协议，由阿波罗全球管理公司(Apollo Global Management)管理的实体，以纽约为基地的私募股权巨头将购买芯片和相关服务器硬件，再将设备租给SpaceX. 租约将持续大约5至5个季度，从每批设备交付时起算，根据备案情况而定。
SpaceX预计交易会以年终结束，但需遵守关闭条件，随着GPU和相关设备的到来，租赁将于2027年上半年开始。
融资为SpaceX提供了另一种方式来资助其快速扩张的AI野心，而不完全依赖传统债务市场。
“这一租赁使我们的资金来源多样化，并解决执行增长计划所需资金的显著部分，”SpaceX CFO Bret Johnsen 称星期一在一份声明中指出，它在AI基础设施投资中看到“不到一年的回报期”，因为其规模计算为Grok及其云服务提供动力。
阿波罗称的融资将帮助提供Nvidia的下一代Vera Rubin芯片，用于SpaceQQ's“地计算积分 ”。
这笔资金来自SpaceX公司为扩大其AI基础设施而支出的坡道，以及Starlink公司和发布公司。
融资遵循了SpaceQQs AI业务第三季度的阻断。 SpaceQQs AI段，包括了Grok聊天机，Cursor编码工具及其云计算业务，第三季度业绩超过投资者预期，并带来了76亿美元的SpaceQQ收入146亿美元，超过了"星际通"和"火箭发布"的总和。
随着SpaceX竞相扩大其计算足迹，资本支出也从一年前的69亿美元猛增到近200亿美元。 公司10月的CFO Bret Johnsen 称称SpaceX预计仅第四季度就花费350至400亿美元。
大规模租赁是在AI基础设施参与者债务市场动荡后进行的，因为投资者对离家出走的资本支出和有限的利润越来越紧张。
虽然SpaceX没有问题敲打华尔街，穆斯克利用400亿美元的公告采取胜利圈胜过纯玩AI计算对手。
穆斯克指出Space-QQ的“投资级”状况和来自Starlink和火箭发布的稳定现金流，他星期天争辩说，债务市场基本上关闭了AI数据中心以外没有主要收入来源的公司大门——200多家新云公司专为AI工作量租借GPU而建造的拼写困难。
穆斯克在X上写道，“有些人会成功，但人数不多。”
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SpaceX has reached a binding commitment for roughly $40 billion in financing for AI chips and related data center equipment, the company disclosed in a regulatory filing Monday. SpaceX called the deal the “largest committed GPU financing” in a statement.
Under the agreement, an entity managed by Apollo Global Management, the New York-based private equity giant, will buy the chips and related server hardware, then lease the equipment to SpaceX. The leases will last about five to five-and-a-quarter years, beginning when each tranche of equipment is delivered, according to the filing.
SpaceX expects the deal to close by year-end, subject to closing conditions, with leases starting in the first half of 2027 as the GPUs and related equipment arrive.
The financing gives SpaceX another way to fund its rapidly expanding AI ambitions without relying solely on traditional debt markets.
“This lease diversifies our funding sources and addresses a notable portion of the funding required to deliver on our growth plans,” SpaceX CFO Bret Johnsen said in a statement Monday, noting it is seeing “less than one-year payback periods” on its AI infrastructure investments as it scales compute to power Grok and its cloud services.
Apollo said the financing will help deliver Nvidia’s next-generation Vera Rubin chips for SpaceX’s “terrestrial compute buildout.”
The financing comes as SpaceX ramps spending to expand its AI infrastructure, alongside its Starlink and launch businesses.
The financing follows a blockbuster third quarter for SpaceX’s AI business. SpaceX’s AI segment, which includes the Grok chatbot, the Cursor coding tool and its cloud compute business, outperformed investor expectations in the third quarter and brought in $7.6 billion of SpaceX’s $14.6 billion in revenue, more than Starlink and rocket launches combined.
Capital expenditures also surged to nearly $20 billion, up from $6.9 billion a year earlier, as SpaceX races to expand its compute footprint. CFO Bret Johnsen said on the company’s Oct. 20 earnings call that SpaceX expects to spend $35 billion to $40 billion in the fourth quarter alone.
The massive lease comes after a tumultuous stretch in the debt markets for AI infrastructure players, as investors grow squeamish over runaway capital expenditures and limited profits.
While SpaceX had no trouble tapping Wall Street, Musk used the $40 billion announcement to take a victory lap over pure-play AI compute rivals.
Pointing to SpaceX’s “investment-grade” status and steady cash flow from Starlink and rocket launches, Musk argued on Sunday that debt markets have largely closed the door on companies without major revenue streams outside of AI data centers — spelling trouble for the more than 200 neocloud companies built solely to rent out GPUs for AI workloads.
“That means the 200+ neoclouds are going to see guppy-level death and consolidation,” Musk wrote on X. “Some will make it through, but not many.”
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