SpaceX compute deals
Public agreements, delivery targets, and source evidence for SpaceX.
Market overview
The commitments behind the buildout
Selected public agreements. Amounts follow the selected filters. Compute purchases and the facilities hosting them can describe the same capacity.
| Layer | Stated amount | Up to | More than |
|---|---|---|---|
| Compute purchases | — | — | — |
| IT power leases | — | — | — |
| Campus projects | — | — | — |
Upper limits are not firm commitments. Minimums are not exact totals. Each column stands alone; the three layers must not be added together.
USD compute agreements
—
Stated contract values over their full terms
Additional upper-limit values
—
Additional minimum values
—
0 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. Full-term contract values are not annual revenue or infrastructure capital expenditure.
Compare buyers · 1 companies
| Buyer / developer | Agreements | Compute: stated | Compute: up to | Compute: over | Dated targets |
|---|---|---|---|---|---|
| SpaceX | 1 | — | — | — | 0 of 1 |
Time to Power
When is capacity expected?
0 dated targets · 1 without a first-capacity window
0 elapsed targets await delivery evidence
Delivery confirmation is still needed for these records. An elapsed target alone does not establish a delay.
Actual time to power: not established
Company targets describe expected availability. Measured time to power requires a dated start and site-level energization evidence.
No dated first-capacity targets in this selection.
How to read these dates and figures
Dates are the original announced windows. A vague year keeps a full-year range; construction completion and equipment release dates are excluded. 1 announcements disclose no MW allocation. 0 quantified records are excluded from capacity comparisons because their scope is not comparable or overlaps. Export the CSV for the source, quantity terms, and inclusion basis of each agreement.
1 announcement
| Announced | Buyer / partner | Value | Capacity | Location / timing | Details |
|---|---|---|---|---|---|
| Oct 26, 2026 | SpaceX SpaceX / Apollo-managed lessor Infrastructure financing | Approximately US$40B aggregate scheduled principal payments under contemplated lease schedules; excludes interest and other costs | Undisclosed GPU pods and related equipment for data centers selected by SpaceX; quantity, sites, and power basis undisclosed | Location undisclosed GPU deliveries and lease schedules expected to start in the first half of 2027; not a site energization date | Financing announcedDeal detailsSpaceX entered a binding commitment letter on October 24, 2026 for a master finance lease with an Apollo-managed entity. The lessor would acquire and lease GPU pods and related equipment to SpaceX. SpaceX expects approximately US$40B in aggregate principal payments over the lease schedules. The master lease remains subject to closing conditions and definitive documentation; SpaceX expects closing before year-end 2026. No GPU count, equipment price, MW quantity, named data-center site, or energization evidence is disclosed. Principal payments are financing obligations, not project capex or compute-contract value, and are excluded from financial totals. Hardware: GPU pods and related equipment; manufacturer and quantity not stated in the filing SpaceX Form 8-K, October 26, 2026 ↗Assess this deal |