The filing says SpaceX signed a binding commitment with an Apollo-managed entity for roughly $40 billion in GPU financing.
Musk said the financing is primarily callable debt for GPUs. He said the chips are expected to arrive in the first and second quarters of 2027. SpaceX said its Starlink satellite-internet and rocket-launch businesses generate revenue; Musk also described the company as investment grade.
CNBC reports that SpaceX has been expanding an AI business it calls “Super Intelligence.” Its latest earnings release reportedly put third-quarter revenue for that segment at $7.56 billion, up from $813 million a year earlier.
The source does not identify the GPU models, the chip supplier, the ultimate data-center configuration, interest rates, collateral, or the full terms of the financing. It also does not establish how the GPUs will be deployed or what products they will support.