SpaceX Secures $40 Billion GPU Financing Agreement to Deploy NVIDIA Vera Rubin Chips
Original title:SpaceX 达成史上最大规模 GPU 融资安排，协议总额约 400 亿美元
IT Home reported on October 26 that SpaceX officially announced today, local time, a financing arrangement reached with alternative asset management giant Apollo.
Under a binding commitment between the two parties, SpaceX and Apollo will enter into a master lease agreement for GPUs and related equipment valued at approximately $40 billion (IT Home note: currently about 267.098 billion RMB), with the formal signing expected to take place in 2026.
This largest-ever GPU financing agreement will provide next-generation NVIDIA Vera Rubin chips for SpaceX’s terrestrial computing infrastructure. The lease program is expected to commence in the first half of 2027 following the delivery of the GPUs and related equipment.
SpaceX Chief Financial Officer Bret Johnsen stated:
SpaceX is dedicated to deploying the world's largest computing infrastructure. As demand for compute continues to accelerate, we are seeing payback periods on integrated systems infrastructure compress to less than one year.
This lease agreement not only diversifies our capital sources, but also addresses a substantial portion of the capital required to achieve our growth plans. We are working at a record pace to bring more compute online to support enterprise and consumer Grok services, as well as to power our existing and future cloud customers.
Related Reading: "Musk Confirms SpaceX Completes $40 Billion Debt Financing to Purchase GPUs" "Musk Bearish on New Cloud Providers: Over 200 Related Companies Face Existential Crisis"
Why it's worth reading
As the largest GPU financing deal to date, this move highlights SpaceX's aggressive shift toward heavy-asset infrastructure to anchor its AI services, marking a significant milestone in global AI hardware deployment.