由 Lynn Doan 报道埃隆·马斯克旗下的 SpaceX 正在寻求筹集 400 亿美元的融资，其中由 Apollo Global Management Inc. 领投，用于购买 Nvidia 公司的芯片。《金融时报》报道称，这凸显了人工智能开发者对更多计算能力的旺盛需求。
By Lynn Doan Elon Musk’s SpaceX is seeking to raise $40 billion in a financing led by Apollo Global Management Inc. to buy Nvidia Corp.’s chips, the Financial Times reported, underscoring the insatiable demand among AI developers for more computing power.
《金融时报》援引知情人士报道称，SpaceX 正在寻求筹集约 100 亿美元的银行贷款和 300 亿美元的投资级债务，用于支付这些芯片的费用。该报表示，Apollo 预计将领导这笔交易并协助向投资者出售债务，并称该笔交易预计将于 2027 年完成。
The AI and rocket company is seeking to raise about $10 billion in bank loans and $30 billion in investment-grade debt to pay for the chips, the Financial Times reported, citing unnamed sources familiar with the matter. Apollo is expected to lead the deal and help sell the debt to investors, the newspaper said, adding that the transaction is expected to close in 2027.
科技公司和人工智能模型开发者正投入和借入数百亿美元，以构建和租赁满载芯片的巨型数据中心，以支持人工智能系统的运行。全球计算能力的扩张使得从土地到芯片再到发电设备的各种成本节节攀升，引发了一系列庞大的融资交易。
Tech companies and AI model developers are investing and borrowing hundreds of billions of dollars to build and lease giant data centers full of chips to power AI systems. The worldwide expansion of computing capacity has sent the costs of everything from land to chips and power-generation equipment soaring, touching off a series of massive financing deals.
Nvidia、SpaceX 和 Apollo 尚未就《金融时报》的报道置评。《金融时报》报道发布后，SpaceX 的股价在盘后交易中涨幅全冇，最高下跌 1.8%，至纽约交易。Nvidia 的股价最高上涨 0.6%。
Nvidia, SpaceX and Apollo didn’t immediately respond to requests for comment on the Times report. SpaceX shares erased gains in postmarket trading following the FT’s report, falling as much as 1.8% in New York. Nvidia’s stock rose as much as 0.6%.
就在上个月，马斯克表示，由他旗下的 xAI 业务构建的 AI 计算集群 Colossus 2 可能会在年底将其当前的 Nvidia 芯片数量增加一倍以上。这也是这位千亿富翁就该孟菲斯地区集群的扩建计划给出的最详细的时间表。
Just last month, Musk said Colossus 2, an AI computing cluster built by his xAI business, may more than double its current Nvidia chip count by the end of the year. It was the most detailed timetable that the trillionaire has given yet for expansion plans for the Memphis-area cluster.
马斯克在 X 平台上发文称，Colossus 2 目前拥有 11 万颗 Nvidia GB200 芯片和 44 万颗 GB300 芯片。他表示，另外 22 万颗 GB300 芯片将于下周投入运行，另有 22 万颗芯片预计将在 11 月到来。他还称，如果“幸运的话”，可能会有额外的 22 万颗芯片在 12 月下旬上线。
Colossus 2 now has 110,000 Nvidia GB200 chips and 440,000 GB300s, Musk said in a post on X. A further 220,000 GB300s are due to be operational next week, with another 220,000 expected in November, he said. An additional 220,000 may come online late December “if we get lucky,” he said.
阿波罗管理公司是英伟达在8月份挑选来开展重要合作的美国投资巨头之一，双方计划共同筹集5000亿美元资金用于建设人工智能基础设施。参与此次合作的还有黑石集团、贝莱德集团、布鲁克菲尔德资产管理公司、高盛集团以及KKR公司。当时这些公司共同宣布，将“以极具吸引力的利率为英伟达的客户筹集规模庞大的专项资金”。
Apollo was among the US investment giants that Nvidia tapped for a high-profile partnership in August to source $500 billion in financing for AI infrastructure. The coalition — which also includes Blackstone Inc., BlackRock Inc., Brookfield Asset Management, Goldman Sachs Group Inc. and KKR & Co. — said at the time that they’d “create dedicated pools of capital at significant scale at attractive rates for Nvidia customers.”
相关高管表示，该合作项目将重点通过债务融资的方式，帮助英伟达的主要客户获得所需的计算资源；同时他们还透露，目前已有多项符合该计划要求的合作项目正在洽谈之中。
Executives indicated that it will focus on debt financing to provide access to compute for Nvidia’s largest customers and signaled that there were already many deals in the works that would qualify toward this commitment.