SpaceX 计划融资 400 亿美元购买 Nvidia 芯片
SpaceX tìm cách 'xoay' 40 tỷ USD để mua chip Nvidia
SpaceX is in talks with banks and funds to raise $40 billion in $10 billion in loans and $30 billion in bonds to buy Nvidia AI chips. Apollo Capital Management is expected to coordinate the deal, with PIMCO involved in discussions and SpaceX potentially using GPUs as collateral. Morgan Stanley estimates that AI infrastructure will require $1.5 trillion in external financing by 2028.
SpaceX's large-scale bond financing mortgaged by GPUs provides a concrete sample for the wave of AI infrastructure financing. Its US$30 billion bond issuance may cause marginal disturbance to the supply and demand of US debt and US dollar liquidity. For gold, this may not only be transmitted through the real interest rate channel, but also need to pay attention to the impact of the AI investment boom on risk appetite. Foreign exchange markets can watch for indirect signals of the attractiveness of such financing to U.S. dollar assets.
SpaceX 的 400 亿美元融资拆解为 100 亿贷款加 300 亿债券，并拟以 GPU 作抵押，为观察 AI 基建融资潮提供了具体样本。
来源：VnExpress Kinh doanh · vnexpress.net