Shay Boloor(@StockSavvyShay):$SPCX just signed a binding commitment for a ~$40B Apollo financing deal to lease $NVDA next-gen Vera Rubin GPUs with deliveries expected to begin in early 2027. Pretty interesting timing after Musk warned that credit markets are shutting out AI-only neoclouds while SpaceX is securing billions in next-gen compute without tying up capital needed for Starlink and Starship.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.26 12:43

$SPCX just signed a binding commitment for a ~$40B Apollo financing deal to lease $NVDA next-gen Vera Rubin GPUs with deliveries expected to begin in early 2027. Pretty interesting timing after Musk warned that credit markets are shutting out AI-only neoclouds while SpaceX is securing billions in next-gen compute without tying up capital needed for Starlink and Starship.