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SpaceX closes $40 billion debt financing for GPUs expected in the first half of 2027, Musk says

Elon Musk has confirmed that SpaceX closed $40 billion in debt financing for graphics processing units (GPUs), with the chips expected to arrive in the first half of 2027. He disclosed the deal on X, October 25 (embedded below) while responding to investor Chamath Palihapitiya, who had warned that mounting financing pressures and delays in data center construction could leave AI computing capacity sitting idle next year.

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Musk agreed with that assessment, but argued that SpaceX is better positioned than many of its competitors because it can borrow against revenue from businesses outside AI. …

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