SpaceX 递交给 SEC 的文件披露 400 亿美元租用 Nvidia GPU 的融资安排
SpaceX 拿 400 亿美元租 Nvidia GPU，比 Anthropic 那笔 360 亿还大，租金怎么算文件里写得很清楚。
SpaceX 在 SEC 文件中披露一项 400 亿美元的约束性承诺，用于从 Apollo 租赁 Nvidia GPU。Apollo 将以私募债券购买 GPU pod 及相关设备，再按交付批次租给 SpaceX。每季度租金为各批次成本的 5%，外加待定价的固定利率利息，本金在 5 至 5.25 年内清偿。交易预计年底前完成交割，租约从 2027 年上半年 GPU 到货时启动。SpaceX 称这是规模最大的 GPU 承诺融资，超过此前用于向 Anthropic 购买并出租 GPU 的 360 亿美元票据交易。
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.
