SpaceX / SpaceX / Apollo-managed lessor infrastructure financing, October 2026

Announced Oct 26, 2026 · Undisclosed · Approximately US$40B aggregate scheduled principal payments under contemplated lease schedules; excludes interest and other costs

SpaceX 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.

Timing note: GPU deliveries and lease schedules expected to start in the first half of 2027; not a site energization date