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橙子Joyce
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BullishSpaceX plans to raise $40 billion to pour into Nvidia! The AI computing arms race is heating up again 🚀💥
Following its $25 billion bond issuance in June this year, Elon Musk’s SpaceX is making another aggressive push to raise capital. The company plans to raise $40 billion—including $30 billion in investment-grade bonds and $10 billion in bank loans—specifically to make large-scale purchases of Nvidia chips and accelerate its plans for space and AI data centers!
📌 Key points at a glance:
1️⃣ Fully embracing Nvidia’s Vera Rubin architecture
Musk stated unequivocally during an earnings call that SpaceX has decided to build its computing infrastructure entirely on the Nvidia platform. He also said that Vera Rubin is currently the world’s leading AI computing platform, and that the two companies will work closely together on multiple fronts.
2️⃣ Wall Street giant Apollo to lead $40 billion debt financing
The financing will be led by private equity giant Apollo Global Management and distributed to institutional investors. Bond giant Pimco is also among the lenders in discussions, and the deal is expected to close in 2027.
3️⃣ Hidden concerns in the credit market
Although SpaceX has a BBB investment-grade rating, its long-term bonds maturing in 2056 have fallen to around 85 cents on the dollar, with yields approaching junk-bond levels, due to the company’s limited financial disclosures to date. Bringing in Apollo is intended to boost confidence among institutional buyers by leveraging its extensive network and reputation.
4️⃣ AI data centers are “devouring” global capital
From Nvidia’s partnership with Apollo, BlackRock, and others to build a $500 billion financing platform, to the surge in traditional non-institutional private credit, the massive funding needs of AI computing infrastructure are rapidly draining market liquidity.
————————————————————————
💬 With Starlink in space on one hand and enormous computing power on the other, Musk has taken the AI arms race from the ground into space! We remain optimistic about the long-term capital gains from this wave of AI infrastructure investment, and continue investing in SpaceX and Nvidia (NVDA) stocks on Binance Exchange.
#加密货币 #币安推出BinanceIntelligence We’re building BNB for the long term
#币安交易所美股投资
#SpaceX AI Infrastructure
#NVDA
$NVDA.US
$SPCX.US
$AMZN.US
Following its $25 billion bond issuance in June this year, Elon Musk’s SpaceX is making another aggressive push to raise capital. The company plans to raise $40 billion—including $30 billion in investment-grade bonds and $10 billion in bank loans—specifically to make large-scale purchases of Nvidia chips and accelerate its plans for space and AI data centers!
📌 Key points at a glance:
1️⃣ Fully embracing Nvidia’s Vera Rubin architecture
Musk stated unequivocally during an earnings call that SpaceX has decided to build its computing infrastructure entirely on the Nvidia platform. He also said that Vera Rubin is currently the world’s leading AI computing platform, and that the two companies will work closely together on multiple fronts.
2️⃣ Wall Street giant Apollo to lead $40 billion debt financing
The financing will be led by private equity giant Apollo Global Management and distributed to institutional investors. Bond giant Pimco is also among the lenders in discussions, and the deal is expected to close in 2027.
3️⃣ Hidden concerns in the credit market
Although SpaceX has a BBB investment-grade rating, its long-term bonds maturing in 2056 have fallen to around 85 cents on the dollar, with yields approaching junk-bond levels, due to the company’s limited financial disclosures to date. Bringing in Apollo is intended to boost confidence among institutional buyers by leveraging its extensive network and reputation.
4️⃣ AI data centers are “devouring” global capital
From Nvidia’s partnership with Apollo, BlackRock, and others to build a $500 billion financing platform, to the surge in traditional non-institutional private credit, the massive funding needs of AI computing infrastructure are rapidly draining market liquidity.
————————————————————————
💬 With Starlink in space on one hand and enormous computing power on the other, Musk has taken the AI arms race from the ground into space! We remain optimistic about the long-term capital gains from this wave of AI infrastructure investment, and continue investing in SpaceX and Nvidia (NVDA) stocks on Binance Exchange.
#加密货币 #币安推出BinanceIntelligence We’re building BNB for the long term
#币安交易所美股投资
#SpaceX AI Infrastructure
#NVDA
$NVDA.US
$SPCX.US
$AMZN.US
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.