SpaceX 在 SEC 文件中披露与 Apollo 管理的实体签订约束性承诺，租赁 Nvidia GPU 用于数据中心，本金总额约 400 亿美元。Apollo 实体以私募债券购买 GPU 及相关设备，再按批次租给 SpaceX；每季租金覆盖该批次成本的 5% 加固定利率利息，利率待定，本金在 5 至 5.25 年内清偿。
这条披露给出了GPU租赁融资的金额、租金结构和交付节奏，可对照此前Anthropic的同类交易看规模差异。
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.
来源：Rohan Paul · x.com