SpaceX files $40B GPU financing commitment with Apollo, already at 1.7GW
XFreeze · x · 2026-10-26
A new SEC filing reveals SpaceX signed a binding commitment letter with an Apollo Global Management-managed entity to finance roughly $40 billion in GPU pods and data center equipment for its superintelligence computing expansion.
Key terms: equipment delivered in multiple tranches, lease terms of 5–5.25 years, final agreement expected by end of 2026, GPU deliveries and lease commencement in H1 2027.
The filing also shows SpaceX's SI business already runs at 1.7GW of nameplate compute capacity as of Q3 2026, generating $7.6 billion in quarterly SI revenue.
Related event: SpaceX Secures Record $40B GPU Financing, Reaching 1.7GW Compute(2 posts)→
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