SpaceX与阿波罗全球达成约400亿美元AI芯片租赁交易：关联实体购入芯片与服务器硬件租给SpaceX，单份租期五年余
据路透社报道，美国太空探索技术公司 SpaceX 于 10 月 26 日（周一）宣布，将从阿波罗全球管理公司（Apollo Global Management）管理的一家实体租赁包括人工智能（AI）芯片在内的数据中心硬件，整笔交易的本金付款总额约为 400 亿美元。按交易安排，Apollo 的关联实体先购入 AI 芯片与服务器硬件，再把设备租给这家「从火箭到 AI」的公司使用。
据 SpaceX 提交的监管文件，交易承诺已于 10 月 24 日达成；设备将分批交付，每份租约自设备到货之日起为期五年余（5 年至 5.25 年）。公司目标在今年年底前完成这笔交易，待芯片交付后，租赁预计于 2027 年上半年开始执行。
SpaceX 首席执行官马斯克（Elon Musk）周日已在 X 平台发文称，SpaceX 已经「敲定」400 亿美元的图形处理器（GPU）债务融资。他表示，这笔资金主要对应用于第一季度与第二季度到货的芯片，对本季度「不会构成重大因素」。据 The Fly 报道，SpaceX 首席财务官 Bret Johnsen 表示，这笔租赁将支持部署英伟达（Nvidia）下一代 Vera Rubin 芯片，贝莱德（BlackRock）与 KKR 关联的基金也作出了融资承诺；Johnsen 此前曾表示，SpaceX 仍预计第四季度资本开支在 350 亿至 400 亿美元之间。
路透社本月早些时候曾报道，SpaceX 正在与银行和资产管理公司洽谈、拟筹集 400 亿美元购买英伟达芯片，本周宣布的租赁安排正是这一筹资的落点。报道指出，交易凸显 SpaceX 在算力需求激增之际的大举投入：公司正加紧扩充计算能力，以支撑其人工智能业务，并为登月与火星计划提供资金后盾。
来源：GSM·美国
SpaceX Strikes About $40 Billion AI Chip Lease Deal With Apollo: Affiliate to Buy Chips and Servers, Each Lease Runs Just Over Five Years
SpaceX said on Monday, October 26, that it will lease data center hardware, including artificial intelligence chips, from an entity managed by Apollo Global Management, in a deal totaling roughly $40 billion in principal payments, Reuters reported. Under the arrangement, an Apollo affiliate will buy the AI chips and server hardware and lease them to the rockets-to-AI company.
According to SpaceX's regulatory filing, the commitment was entered into on October 24, the equipment will be delivered in batches, and each lease will run a little over five years — five to five and a quarter years — from the day the equipment arrives. The company aims to finalize the deal by the end of this year, with the leases expected to start in the first half of 2027 once the chips are delivered.
Chief Executive Elon Musk said on X on Sunday that SpaceX had "closed" $40 billion in debt financing for graphics processing units, adding that the funding mainly targeted chips arriving in the first and second quarters and would not be "a major factor this quarter." According to The Fly, Chief Financial Officer Bret Johnsen said the lease would support deployment of Nvidia's next-generation Vera Rubin chips, and that funds associated with BlackRock and KKR also made financing commitments; Johnsen had previously said SpaceX still expects fourth-quarter capital expenditure of $35 billion to $40 billion.
Reuters reported earlier this month that SpaceX was in talks with banks and asset managers to raise $40 billion to buy Nvidia chips, and this week's lease is where that fundraising landed. The deal highlights SpaceX's heavy spending as demand for computing power surges, as the company expands capacity to support its AI business and help bankroll its Moon and Mars ambitions.
Source: GSM·USA
来源：GSM·美国（原文链接）
图片来源：图：SpaceX 猎鹰9号火箭发射资料图（2025年8月1日 Crew-11 任务自肯尼迪航天中心升空，红外黑白照片），非本次交易现场。图片：NASA/Joel Kowsky，公共领域，经 Wikimedia Commons（裁切并加 GSM 角标）。Photo: File photo of a SpaceX Falcon 9 launch (Crew-11 mission, Kennedy Space Center, August 1, 2025; infrared black-and-white image), not this transaction. Image: NASA/Joel Kowsky, public domain, via Wikimedia Commons (cropped, GSM mark added).
