Original post · AI translation
Rohan Paul@rohanpaul_ai
SpaceX 的新 SEC 申报文件披露了一项具有约束力的 400 亿美元承诺，将从 Apollo 租赁 Nvidia GPU。
Apollo 的融资实体将通过发行私人债券购买这些设备舱及相关设备，然后将每批交付的设备租赁给 SpaceX。
季度租金涵盖每批设备成本的 5%，外加尚待确定的固定利率利息，本金将在 5 至 5.25 年内还清。
交易预计于年底前完成，租赁将在 GPU 于 2027 年上半年陆续交付时开始。
SpaceX 称这是规模最大的已承诺 GPU 融资，超过了一笔用于购买 GPU 并将其租赁给 Anthropic 的 360 亿美元票据交易。
Original
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.
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