y11s on Nostr: 🚀🤖 SpaceX just locked in a massive $40 BILLION debt deal to buy GPUs for AI ...
🚀🤖 SpaceX just locked in a massive $40 BILLION debt deal to buy GPUs for AI compute 💰
🖥️ Elon Musk says it's mostly callable debt for chips arriving in Q1 and Q2, so it barely touches this quarter's numbers
🏦 Lenders still said yes because SpaceX is investment grade, with real cash flow from Starlink 🛰️ and launches
⚠️ His warning for everyone else: in just the past few weeks, debt markets have almost completely shut on companies that live only off AI data centers, and a shakeout among smaller neoclouds looks close 📉
⚡ Its Colossus sites in Memphis 🇺🇸 were already running ~780,000 Nvidia chips last month, with a target of ~1.21M by late December
The AI arms race is now a battle of balance sheets 💸
#SpaceX #AI #GPU #Nvidia
Published at
2026-10-25 20:55:29 UTCEvent JSON
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"content": "🚀🤖 SpaceX just locked in a massive $40 BILLION debt deal to buy GPUs for AI compute 💰\n\n🖥️ Elon Musk says it's mostly callable debt for chips arriving in Q1 and Q2, so it barely touches this quarter's numbers\n🏦 Lenders still said yes because SpaceX is investment grade, with real cash flow from Starlink 🛰️ and launches\n⚠️ His warning for everyone else: in just the past few weeks, debt markets have almost completely shut on companies that live only off AI data centers, and a shakeout among smaller neoclouds looks close 📉\n⚡ Its Colossus sites in Memphis 🇺🇸 were already running ~780,000 Nvidia chips last month, with a target of ~1.21M by late December\n\nThe AI arms race is now a battle of balance sheets 💸\n\n#SpaceX #AI #GPU #Nvidia\n\nhttps://npub1up7pffdlc5ghzuhm3akuu6a58q409h73jwnqcg5l2e7zsf9qrk2qu5vw57.blossom.band/b076a5aa89e9edd4b8b7946093668b7711a457485cfc307c2cf50b8157fd3d5a.jpg",
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