SpaceX已与阿波罗全球管理（Apollo Global Management）锁定一项规模约400亿美元的具有约束力的融资协议，旨在为其人工智能业务扩张及Grok模型算力需求提供资金支持1。该交易采用售后回租模式，由阿波罗旗下实体购买英伟达下一代Vera Rubin芯片及相关服务器硬件，随后租赁给SpaceX使用1。根据规划，这笔交易预计在今年年底前完成，租赁期约为5至5.25年，并将于2027年上半年正式开始执行1。
这一大规模资本运作反映了SpaceX在AI领域急剧增长的投入压力。财务数据显示，SpaceX第三季度总营收为146亿美元，其中AI业务收入达76亿美元；同期资本支出激增至近200亿美元，而第四季度的预计支出更是高达350亿至400亿美元1。面对如此高昂的成本，SpaceX首席财务官Bret Johnsen表示此举将帮助公司多元化资金来源，并称看到“不到一年的投资回收期”（less than one-year payback periods）1。
对于此次融资对行业格局的影响，SpaceX首席执行官埃隆·马斯克（Elon Musk）在社交媒体X上发表了言论，暗示缺乏同等资金实力的竞争对手将面临生存危机1。马斯克写道：“这意味着200多家新云公司将经历‘孔雀鱼级别’的死亡和整合”（That means the 200+ neoclouds are going to see guppy-level death and consolidation）1。
SpaceX has entered into a binding agreement with Apollo Global Management to secure approximately $40 billion in financing for graphics processing units (GPUs) and data center equipment 1. The transaction is structured as a sale-and-leaseback deal, in which entities under Apollo will purchase Nvidia’s next-generation Vera Rubin chips and server hardware, then lease them back to SpaceX 1. The financing is intended to support the company’s rapid expansion of its artificial intelligence operations and compute demands for its Grok model 1.
Under the terms of the deal, the lease period is set for approximately five to 5.25 years, with completion expected before the end of this year and leasing activities scheduled to begin in the first half of 2027 1. This massive capital infusion reflects the escalating costs associated with AI infrastructure; SpaceX reported $7.6 billion in AI revenue within its total third-quarter earnings of $14.6 billion, while its capital expenditures surged to nearly $20 billion 1. Projections indicate that fourth-quarter spending will reach between $35 billion and $40 billion 1.
Bret Johnsen, SpaceX’s Chief Financial Officer, stated that the move aims to diversify funding sources, noting that the company sees "less than one-year payback periods" for these investments 1. Meanwhile, Elon Musk leveraged the announcement to comment on the broader industry landscape, suggesting that pure-play AI cloud startups face significant challenges. In a post on X, Musk wrote, "That means the 200+ neoclouds are going to see guppy-level death and consolidation," implying that only well-capitalized players like SpaceX can survive the intense competition and financial pressures of the sector 1.
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