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SpaceX的400亿美元债务协议因AI担忧而成本上升SpaceX $40 billion debt deal gets pricey as AI fears spread

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埃文·武奇/路透社Evan Vucci/Reuters

SpaceX正在敲定的400亿美元债务融资的利率远高于该公司上次向债券持有人借款时的利率,这反映了AI领域日益加剧的担忧。

SpaceX’s $40 billion debt raise is being finalized at sharply higher interest rates than when the rocket company last tapped bondholders, a sign of growing jitters in the AI world.

据知情人士透露,评级最低的部分债务利率预计约为8.3%,该融资由Apollo和Goldman Sachs牵头。

The lowest-rated portion is expected to carry interest rates of about 8.3%, according to people familiar with the deal, which is being led by Apollo and Goldman Sachs.

而另一部分由SpaceX部分芯片担保的较安全债务,其利率可能约为7.75%,比SpaceX现有债券的利率高出1个百分点以上。这一变化反映了过去几周AI相关贷款市场的急剧萎缩。

A safer piece of debt, which is backed by some of SpaceX’s chips, is likely to price next week around 7.75%, the people said. That is more than 1 percentage point more than where SpaceX’s current bonds trade, reflecting an AI-loan market that has pulled back sharply over the past few weeks.

唐纳德·特朗普总统曾在8月购买了500万美元的SpaceX债券。Apollo和Goldman Sachs拒绝置评。债务最终确定前的利率可能会发生变化,预计将在下周完成。

President Donald Trump purchased $5 million in SpaceX bonds in August. Goldman and Apollo declined to comment. Pricing could change by the time the debt is finalized, which is expected sometime next week.

由于强劲的盈利被大规模支出计划和对公司债务负担的担忧所掩盖,再加上CoreWeave债务抛售引发的更广泛的AI领域担忧,SpaceX现有的债券价格近期有所下跌。

Existing bonds at SpaceX, which is currently considering merging with Tesla, have weakened in recent days as strong earnings were overshadowed by massive spending plans and concerns about the company’s debt load, plus broader AI fears fueled by CoreWeave’s debt selloff.

此外,该公司的违约保险费用也有所增加,显示出市场对该公司计划的疑虑。

Default insurance on the company also widened, signaling some misgivings on the company’s plans.

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