Overview
- A post on X, picked up by Crypto Briefing and other outlets, said SpaceX is seeking a $40 billion financing led by Apollo to buy Nvidia AI processors but no filings or lender statements have confirmed the report.
- SpaceX has already committed to Nvidia hardware and disclosed about $28 billion in non‑cancelable AI obligations by June 2026, with roughly $15.8 billion spent on compute capex in Q2 2026.
- Apollo has precedent for this work: Valor Equity Partners routed roughly $3.5 billion and $3.4 billion financings for Nvidia GPU clusters leased to xAI earlier in 2026.
- Nvidia holds a sizable equity position in SpaceX (about 122.8 million shares, roughly $21 billion as of June 2026) and is working with asset managers to assemble large financing consortia for AI infrastructure.
- Verification will need a public filing, lender confirmation or company disclosure to clarify size, timeline and backers; if true, the deal would accelerate SpaceX’s compute buildout and increase revenue reliance on a few large lease customers such as Anthropic.