SpaceX SEC filing reveals binding $40B deal to lease Nvidia GPUs from Apollo
rohanpaul_ai · x · 2026-10-27
SpaceX's new SEC filing discloses a binding $40B commitment to lease Nvidia GPUs from Apollo. The Apollo vehicle will buy the GPU 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 5–5.25 years
- Closing expected by year-end, with leases starting as GPUs arrive in H1 2027
- SpaceX calls it the largest committed GPU financing, ahead of a $36B notes deal used to buy and lease GPUs to Anthropic
Related event: SpaceX's 8-K Confirms $40B GPU Master Lease with Apollo, Largest Ever(8 posts)→
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