๐ $SPCXB : SPACEX IS PREPARING $40 BILLION FOR NVIDIA CHIPS โ AND ITโS NO LONGER JUST ABOUT SPACE
SpaceX may raise around $40 billion to purchase NVIDIA AI chips. The scale of the deal changes the entire story around the company.
According to the FT, the financing may include approximately $10 billion in bank loans + $30 billion in investment debt, with Apollo leading the deal. It is expected to close in 2027.
๐ฅ Why does SpaceX need so many GPUs?
Elon Musk previously said that xAIโs Colossus 2 data center could double its use of NVIDIA chips by December. SpaceX also uses NVIDIA for its own AI infrastructure.
In other words, a much bigger bet is taking shape: rockets + Starlink + data centers + AI.
And thereโs another fresh catalyst. The FAA has proposed simplifying launch rules in the U.S., with the goal of increasing the number of commercial launches and returns from 178 to at least 1,000 a year by 2030.
๐ Bullish: faster scaling of space and AI infrastructure.
๐ Risk: $40 billion in new financing is a huge debt burden, and AI capex still has to prove it can pay off.
$SPCXB after this news โ BUY or WAIT? ๐
#spcxb #SpaceX #NVIDIA #AI #bStocks
SpaceX may raise around $40 billion to purchase NVIDIA AI chips. The scale of the deal changes the entire story around the company.
According to the FT, the financing may include approximately $10 billion in bank loans + $30 billion in investment debt, with Apollo leading the deal. It is expected to close in 2027.
๐ฅ Why does SpaceX need so many GPUs?
Elon Musk previously said that xAIโs Colossus 2 data center could double its use of NVIDIA chips by December. SpaceX also uses NVIDIA for its own AI infrastructure.
In other words, a much bigger bet is taking shape: rockets + Starlink + data centers + AI.
And thereโs another fresh catalyst. The FAA has proposed simplifying launch rules in the U.S., with the goal of increasing the number of commercial launches and returns from 178 to at least 1,000 a year by 2030.
๐ Bullish: faster scaling of space and AI infrastructure.
๐ Risk: $40 billion in new financing is a huge debt burden, and AI capex still has to prove it can pay off.
$SPCXB after this news โ BUY or WAIT? ๐
#spcxb #SpaceX #NVIDIA #AI #bStocks