SpaceX 在 SEC 文件中披露 400 亿美元 Nvidia GPU 租赁承诺
SpaceX’s new SEC filing reveals a binding $40B commitment to lease Nvidia GPUs from Apollo.
SpaceX 在新 SEC 文件中披露一项具有约束力的 400 亿美元承诺，将从 Apollo 租赁 Nvidia GPU。Apollo 方面用私募债券购买 GPU 及相关设备，再按批次租给 SpaceX；季度租金覆盖每批成本的 5% 加固定利率利息，本金在 5 至 5.25 年内清偿。交易预计年底完成，租赁随 GPU 在 2027 年上半年到货而启动，SpaceX 称这是规模最大的承诺性 GPU 融资，超过一笔用于购买并租给 Anthropic 的 360 亿美元票据交易。
正文
SpaceX’s new SEC filing reveals a binding $40B commitment to lease Nvidia GPUs from Apollo.
The Apollo vehicle will buy the pods and related equipment with private bonds, then lease each delivered tranche to SpaceX.
Quarterly rent covers 5% of each tranche’s cost plus fixed-rate interest still to be priced, clearing principal within 5 to 5.25 years.
Closing is expected by year-end, with leases starting as GPUs arrive in the first half of 2027.
SpaceX calls it the largest committed GPU financing, ahead of a $36B notes deal used to buy and lease GPUs to Anthropic.