Compute / the Ledger · 3 deals
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Deals with spacex as a party. Show every company
| Announced | Deal | Parties | Type | Value | Terms | Source |
|---|---|---|---|---|---|---|
| 26 Oct 2026 | SpaceX signs a binding commitment letter for a master finance lease of GPU pods from an Apollo-managed lessor, about $40B of principal paymentsAnnouncedBinding commitment letter entered 2026-10-24 with an entity managed by Apollo Global Management, Inc. (the Lessor), which will acquire and lease to SpaceX graphics processing unit pods and related equipment for use at data centers selected by SpaceX. Equipment delivered in tranches; each tranche has its own lease schedule with a term of approximately five to five and one-quarter years from commencement. Rent is payable quarterly in advance: one-twentieth of the financed cost of the tranche plus a fixed rate per annum on the outstanding lease balance and certain ongoing costs; the fixed rate is set at pricing, before entry into the master finance lease. Closing is subject to specified conditions and expected before year end 2026. Lease schedules are expected to commence during the first half of 2027 upon delivery of the GPUs. The definitive master finance lease has not been entered. |
| Loan against chips | $40BSpaceX expects aggregate principal payments under the lease schedules over their terms to total approximately $40 billion. | SpaceX Form 8-K (Item 8.01), filed 2026-10-26Regulatory filing | |
| 5 Jun 2026 | Google contracts SpaceX compute capacity, about 110,000 NVIDIA GPUs, $920M a month from October 2026 through June 2029SignedCloud Service Agreement between SpaceX and Google LLC entered 2026-06-05. Compute includes approximately 110,000 NVIDIA GPUs plus CPUs, memory and related components. Fee $920M per month from October 2026 through June 2029; capacity ramps through September at a reduced fee. If SpaceX does not deliver the committed GPUs by 2026-09-30, after a one-month grace period Google may terminate or accept the GPUs delivered with a pro rata fee reduction. After 2026-12-31 either party may terminate on 90 days' notice. Total value and GPU model not stated. Source: SpaceX free writing prospectus (Rule 433), filed 2026-06-05. | Capacity contract | undisclosed$920M per month from October 2026 through June 2029, ramping through September 2026 at a reduced fee | 110,000 × GPUs | SpaceX free writing prospectus, 2026-06-05Regulatory filing | |
| 3 Jun 2026 | Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029SignedCloud services agreements between SpaceX and Anthropic PBC; the financial-statement note dates the first agreement 2026-05-03. Compute across COLOSSUS and COLOSSUS II: approximately 325,000 NVIDIA GPUs plus CPUs, storage and networking. Fee $1.25B per month through May 2029, ramping in May and June 2026 at a reduced fee. Either party may terminate on 90 days' notice. Total value not stated; GPU model not stated. Source: SpaceX Form S-1/A (Amendment No. 2), filed 2026-06-03. | Capacity contract | undisclosed$1.25B per month through May 2029, capacity ramping in May and June 2026 at a reduced fee | 325,000 × GPUs | SpaceX Form S-1/A, 2026-06-03Regulatory filing |
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