SpaceX secures USD 40 billion GPU lease. SpaceX stock costs EUR 133.52

Published on 10/27/2026 at 12:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Apollo will lease next-generation chips to SpaceX for compute expansion. SpaceX stock costs EUR 133.52 on October 27, 2026 in Berlin.

AI financing and delivery timing

SpaceX committed to a USD 40 billion GPU finance lease on October 26, 2026.
Lease schedules are expected to begin when equipment arrives in the first half of 2027.
SpaceX stock trades at EUR 133.52 at 11:47 a.m. CET at Lang & Schwarz on October 27, 2026.

SpaceX, US84615Q1031, Illustration mit AI erstellt.

SpaceX (ISIN US84615Q1031) has reached a binding commitment for an approximately USD 40 billion master finance lease covering GPUs and related equipment, according to the company's SpaceX investor release dated October 26, 2026. The stock was trading at EUR 133.52 at Lang & Schwarz at 11:47 a.m. CET on October 27, 2026.

Funding the compute buildout

An Apollo-managed entity will acquire next-generation NVIDIA Vera Rubin chips and related equipment, then lease them to SpaceX for its terrestrial compute buildout. The company described the arrangement as the largest committed GPU financing and said it diversifies the funding sources for its infrastructure expansion.

The financing is led by Apollo and Goldman Sachs, which acts as sole structuring agent. Funds and accounts managed by BlackRock, Goldman Sachs Asset Management and capital accounts advised by KKR also made anchor commitments, according to the October 26 release.

When does equipment arrive?

The lease remains subject to specified closing conditions and is expected to close before the end of 2026. Lease schedules are expected to begin when GPUs and related equipment are delivered in the first half of 2027, giving the transaction a future operating and financing impact rather than an immediate equipment deployment.

What the commitment changes

The structure shifts the initial equipment purchase to an Apollo-managed lessor while SpaceX takes on scheduled lease payments. SpaceX said the arrangement addresses a notable portion of the funding required for its compute plans and supports services for enterprise, consumer and cloud customers.

Stock snapshot

The SpaceX stock price was EUR 133.52 at Lang & Schwarz on October 27, 2026 at 11:47 a.m. CET. The further course of trading is shown by the continuously updated real-time quote of SpaceX stock.