signed
SpaceX (xAI) ~$40B GPU finance lease with Apollo-managed lessor
SpaceX signed a binding commitment for a master finance lease under which an Apollo-managed entity buys GPU pods and related equipment and leases them to SpaceX for its AI data centers.
- Value
- $40B1
- Capacity
- n/d
- Term
- 5yrs
- Accelerators
- n/d
What the value means
Expected total principal across all lease schedules. Each tranche runs about 5 to 5.25 years with quarterly rent; closing expected before year-end 2026, schedules from 1H 2027 as GPUs arrive.
The record
Verified 9 Nov 2026- Announced
- Buyer
- SpaceX (SpaceXAI, formerly xAI)
- Seller / provider
- Apollo Global Management (managed lessor entity)
- ValueHeadline dollar value exactly as stated in the cited source.
- 40,000,000,000 USD
- Capacity
- Not disclosed
- Accelerators
- Not disclosed
- Chips
- GPU pods (model not disclosed)
- Term
- 5 years
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- gpu-financing, sec-filing
Sources
1- Space Exploration Technologies Corp. Form 8-K, Item 8.01 (SEC) read 2026-11-09
Cite this deal
AI Compute Deals, “SpaceX (xAI) ~$40B GPU finance lease with Apollo-managed lessor”, https://aicomputedeals.com/spacex-apollo-gpu-finance-lease-2026-10/ (verified 2026-11-09).
Data under CC BY 4.0. Download the full ledger.
Every deal for SpaceX and Apollo Global Management.