SpaceX 披露约 400 亿美元 GPU 融资，用于部署 NVIDIA Vera Rubin
SpaceX 拉来 Apollo 和高盛做了笔 400 亿美元的 GPU 融资，买 NVIDIA Vera Rubin 芯片给 Grok 供算力，规模史无前例。
SpaceX 向 SEC 提交 8-K 文件，披露一笔约 400 亿美元的 GPU 融资承诺，为有史以来规模最大的一笔。资金用于采购下一代 NVIDIA Vera Rubin 芯片，扩建数据中心以支撑 Grok 面向消费者和企业的服务及云业务。融资由 Apollo 和 Goldman Sachs 牵头，BlackRock、Goldman Sachs Asset Management 和 KKR 旗下基金提供锚定投资，预计 2026 年底前完成交割，GPU 交付于 2027 年上半年开始。SpaceX CFO 表示其超算基础设施投资回收期不到一年。
BREAKING: SpaceX just filed a new SEC Form 8-K disclosing an approximately $40 billion GPU financing commitment.
The largest committed GPU financing ever.
Key details:
• Next-generation NVIDIA Vera Rubin chips for SpaceX’s data centers.
• More computing capacity to power Grok for consumers and businesses, alongside its cloud services.
• Financing led by Apollo and Goldman Sachs, with anchor commitments from funds and accounts managed or advised by BlackRock, Goldman Sachs Asset Management and KKR.
• Closing expected before the end of 2026, subject to closing conditions.
• GPU deliveries and lease schedules expected to begin in the first half of 2027.
SpaceX’s CFO says the company is seeing payback periods of less than one year on its superintelligence infrastructure investments.
“SpaceX aims to deploy the largest compute infrastructure in the world.”
A major step toward scaling Grok and building a superintelligence future.
