BREAKING: SpaceX just filed a new SEC Form 8-K disclosing an approximately $40 billion GPU financing commitment.

The largest committed GPU financing ever.

Key details:

• Next-generation NVIDIA Vera Rubin chips for SpaceX’s data centers.

• More computing capacity to power Grok for consumers and businesses, alongside its cloud services.

• Financing led by Apollo and Goldman Sachs, with anchor commitments from funds and accounts managed or advised by BlackRock, Goldman Sachs Asset Management and KKR.

• Closing expected before the end of 2026, subject to closing conditions.

• GPU deliveries and lease schedules expected to begin in the first half of 2027.

SpaceX’s CFO says the company is seeing payback periods of less than one year on its superintelligence infrastructure investments.

“SpaceX aims to deploy the largest compute infrastructure in the world.”

A major step toward scaling Grok and building a superintelligence future.