An SEC filing cited by BlockBeats says SpaceX and Apollo Global Management signed a binding master finance-lease commitment for GPU clusters and related equipment.
Lease terms reported
Under the arrangement, Apollo would buy the equipment and lease it to SpaceX. The principal payments under the leases are expected to total about $40 billion, with the arrangement scheduled to start when GPU deliveries begin in the first half of 2027.
The reported structure would give SpaceX financing for large-scale AI computing equipment.
Source: BlockBeats original flash and English report, 2026-10-26 12:04:47 UTC.