Elon Musk announced on October 25, 2026, that SpaceX had secured $40 billion in debt financing, primarily intended for purchasing graphics processing units for its artificial intelligence infrastructure. The debt is callable, and GPU deliveries are expected in the first half of 2027, according to the reported details. Musk expects more than 200 specialized computing providers to consolidate as credit becomes harder to obtain for companies dependent on AI data centers. SpaceX’s rocket launch business and Starlink satellite internet services could support its access to capital, although they do not guarantee attractive returns on expensive AI investments.
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