SpaceDecryptabout 1 hour ago
SpaceX Secures 40 Billion Dollar AI Chip Deal
4 min read
SpaceX signed a binding commitment for about 40 billion dollars in GPU leases from an Apollo-managed entity, with leases starting in the first half of 2027. Elon Musk warned that debt markets have shut off money to companies without substantial revenue outside AI data centers, predicting guppy-level death and consolidation among 200+ neoclouds.
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