上周，SpaceX宣布将租赁价值400亿美元的Nvidia Vera Rubin芯片，这进一步显示了埃隆·马斯克在AI竞赛中的宏大野心。该交易也凸显了这一竞争中一位新大玩家的登场：成立36年的私募股权巨头阿波罗全球管理公司（Apollo Global Management）。
Last week, SpaceX’s announcement that it would lease $40 billion worth of Nvidia Vera Rubin chips was a further signal of Elon Musk’s grand ambitions in the AI race. The deal also underscores the arrival of a new big player in that competition: Apollo Global Management, a 36-year-old private equity giant.
在与SpaceX的交易中，阿波罗将通过一家子公司购买芯片，然后将其租赁给马斯克的公司。这一安排继6月宣布的一项超大规模阿波罗交易之后，那笔交易同样涉及博通和另一家大型资管公司黑石：阿波罗进行350亿美元融资，用于购买谷歌的张量处理单元（TPU）并将其租赁给Anthropic。
In the deal with SpaceX, Apollo will purchase the chips through a subsidiary, then lease them to Musk’s company. The arrangement follows a supersized Apollo deal announced in June, one that also involves Broadcom and Blackstone, another large money management firm: a $35 billion fundraising for Apollo to buy Google’s tensor processing units and lease them to Anthropic.