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SpaceX Commits to GPU Lease With About $40 Billion in Principal Payments

  • Infra & Chips
  • Funding & M&A

SpaceX has entered a binding commitment for an approximately $40 billion master finance lease for GPUs and related equipment with an entity managed by Apollo Global Management. The company says the lease will deliver NVIDIA Vera Rubin chips for its terrestrial compute buildout, with GPU lease schedules expected to begin in the first half of 2027. SpaceX says it considers the deal the largest committed GPU financing.

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