据 Bloomberg，SpaceX 正就借债 400 亿美元购买 Nvidia 芯片进行早期谈判，由 Apollo Global Management 主导，PIMCO 亦有参与。据 Financial Times，方案包括约 100 亿美元银行贷款和 300 亿美元投资级债券，预计 2027 年完成。Musk 此前表示 SpaceX 将完全基于 Nvidia 硬件构建，部分芯片用于对外出租，Anthropic 到 2029 年可能向其云业务支付至多 845 亿美元。
原文汇集 Bloomberg 与 FT 的关键数字和参与方，读者可以了解 SpaceX 算力扩张与云业务收入之间的关系。
Bloomberg: SpaceX is in early talks to borrow $40B for Nvidia chips, with Apollo Global Management leading.
The package would pair about $10B in bank loans with $30B of investment-grade debt and should close in 2027, according to the Financial Times.
Musk has earlier said SpaceX will build exclusively on Nvidia hardware. Many of those chips get rented out, because SpaceX now runs a cloud business in which Anthropic could pay it up to $84.5B through 2029.
来源：Rohan Paul · x.com