$SPCX is looking to raise $40B of debt to buy $NVDA chips as it scales AI compute without issuing more stock.
If that capacity rents anywhere near ~$50 per watt then SpaceX can use debt to fund another cash generating layer across launch, power, connectivity & compute.
If that capacity rents anywhere near ~$50 per watt then SpaceX can use debt to fund another cash generating layer across launch, power, connectivity & compute.