SpaceX

Updated Nov 9, 2026, 12:09 AM ET
Company · 2 updates

As of Oct 26, 36Kr reports that SpaceX signed a binding commitment letter on Oct 24 with Apollo Global Management entities to lease GPU compute gear and related facilities for company-chosen data centers, about $40 billion of principal payments over roughly 5–5.25 year terms.

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  1. Rumor Historical snapshot

    Did SpaceX sign a binding letter for about $40B in GPU equipment leases with Apollo?

    SpaceX signed a binding commitment letter with Apollo Global Management entities to lease about $40B of GPU compute gear

    Recorded snapshot

    Did SpaceX sign a binding letter for about $40B in GPU equipment leases with Apollo?

    SpaceX signed a binding commitment letter with Apollo Global Management entities to lease about $40B of GPU compute gear

    Yes, per TechCrunch and 36Kr. SpaceX disclosed a binding ~$40B GPU equipment financing/lease commitment with Apollo-managed entities; definitive close expected by end-2026, deliveries from H1 2027, ~5-5.25 year terms.

    Current rumor page →
    Source: Rumor record