马斯克：SpaceX已完成400亿美元债务融资购买英伟达GPU，2027年第一、二季度到货
据路透社报道，SpaceX 创始人马斯克10月25日在社交平台 X 上表示，SpaceX 已完成400亿美元债务融资，用于购买英伟达（Nvidia）图形处理器（GPU），这批 GPU 将于2027年第一季度和第二季度到货。马斯克称，这笔融资以可赎回债务为主，并表示其对本季度「不是主要因素」。
马斯克表示，这笔融资能够完成，靠的是 SpaceX 的投资级信用地位，以及星链（Starlink）卫星互联网与火箭发射业务带来的收入。他同时表示，债务市场对没有人工智能数据中心以外实质收入的公司「几乎已经完全关上大门」，并预言新兴云计算公司将面临一轮整合与倒闭，SpaceX 不会收购这类公司。
财务数据方面，SpaceX 截至9月30日的第三季度营收同比增长161%，达到145.8亿美元；同季资本开支接近此前的三倍，达到196亿美元。首席财务官 Bret Johnsen 表示，公司预计第四季度资本开支在350亿至400亿美元之间。
芯片自产方面，SpaceX 与特斯拉在得克萨斯州奥斯汀合资的芯片工厂 Terafab 预计在2027年5月至6月产出首批测试芯片，目标在2028年第三季度实现量产。路透社本月早些时候曾报道，SpaceX 正与银行和资产管理机构洽谈这笔约400亿美元的融资，结构约为100亿美元银行贷款加300亿美元投资级债券，由 Apollo 牵头、PIMCO 等机构参与磋商。摩根士丹利估算，人工智能基础设施到2028年将需要约1.5万亿美元的外部融资。
来源：GSM·美国
Musk: SpaceX Has Closed $40 Billion in Debt Financing to Buy Nvidia GPUs, Arriving in the First and Second Quarters of 2027
SpaceX founder Elon Musk said on the social platform X on October 25 that SpaceX has closed $40 billion in debt financing to buy Nvidia graphics processing units (GPUs), which will arrive in the first and second quarters of 2027, according to Reuters. Musk said the financing is primarily callable debt and added that it is "not a major factor this quarter."
Musk attributed the successful raise to SpaceX's investment-grade status and to revenue from its Starlink satellite internet and launch businesses. He said debt markets have "almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers," predicted that neocloud companies would face significant consolidation and failures, and said SpaceX will not buy any neoclouds.
On the financials, SpaceX's revenue for the third quarter ended September 30 climbed 161% from a year earlier to $14.58 billion, while capital expenditures nearly tripled to $19.6 billion. Chief Financial Officer Bret Johnsen said the company expects fourth-quarter capital expenditure of $35 billion to $40 billion.
On making its own chips, Terafab, the chip manufacturing joint venture between SpaceX and Tesla in Austin, Texas, is expected to produce its first test chips around May or June 2027, aiming for volume production by the third quarter of 2028. Reuters reported earlier this month that SpaceX was in talks with banks and asset managers on the roughly $40 billion package, structured as about $10 billion in bank loans and $30 billion of investment-grade debt, with Apollo expected to lead and PIMCO among the parties in discussions. Morgan Stanley estimates that AI infrastructure will require about $1.5 trillion of external financing by 2028.
Source: GSM·USA
来源：GSM·美国（原文链接）
图片来源：图：SpaceX 猎鹰9号火箭自加州范登堡太空军基地发射星链卫星（资料图）。来源：美国太空军（U.S. Space Force），公共领域
