Apollo inks $40B GPU deal with SpaceX as its bearish AI capex take faces pushback
firstadopter · x · 2026-10-27
Investor firstadopter's Key Context Substack is quoted in print for the first time in stokel's new article, which credits his AI capex thinking and calls out the misleading bearish Apollo commentary everyone is quoting. Notably, Apollo just struck a $40 billion GPU deal with SpaceX.
Related event: SpaceX's 8-K Confirms $40B GPU Master Lease with Apollo, Largest Ever(8 posts)→
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