SpaceX Secures Record $40B GPU Lease, Highlighting AI Infrastructure Demand & Funding Trends

SpaceX has entered into a binding commitment for a $40 billion master finance lease agreement with an entity managed by Apollo Global Management, Inc. The lease will provide NVIDIA Vera Rubin chips for the company’s terrestrial compute infrastructure.

The transaction represents the largest committed GPU financing to date. Apollo and Goldman Sachs led the financing, with Goldman Sachs serving as sole structuring agent. Funds managed by BlackRock, Goldman Sachs Asset Management, and capital accou

DALLAS - Forum Markets, Incorporated (NASDAQ:FRMM) announced today that its joint venture Forum Edge AI LLC has entered into a definitive agreement with Fireworks for a 36-month reservation of Nvidia B300 GPU capacity at its Dallas data center facility.

The agreement carries a total contract value of approximately $94.4 million, covering GPU capacity and associated CPU management node fees payable over the 36-month term, according to a press release statement. Fireworks has provided a substanti

Apollo (APO) has agreed to take a minority equity stake in Mubadala Capital, the alternative asset management arm of Abu Dhabi’s Mubadala Investment Company, with the transaction expected to close in the fourth quarter of 2026, subject to regulatory and legal approvals.

As part of the deal, Apollo and additional unnamed strategic investors will collectively commit an aggregate of $5 billion to Mubadala Capital’s investment strategies at initial close. The founders of Silver Rock Financial will

Oct 26 (Reuters) - AI-linked stocks rose on Monday after Anthropic revealed the paperwork for its initial public offering, against the backdrop of growing investor unease over debt-fueled spending on infrastructure for the new technology.

Shares of Nvidia, the world’s most valuable company, added nearly 3%. Microsoft and Amazon gained nearly 1% each.

A successful flotation by a pure-play AI giant such as Anthropic could reshape how markets value parts of the booming industry, including chipmak

Investing.com -- Yardeni Research believes upcoming market scares could offer attractive buying opportunities, though it remains cautious because of valuation concerns rather than economic growth or corporate earnings.

On Sept. 15, Yardeni pushed its 8,400 S&P 500 target out to mid-2027 and set a new year-end target of 7,900. It also lowered its year-end forward P/E forecast to 18.6 from 19.8, while keeping its 2027 earnings forecast of $425 per share.

“Since we continue to see strong fundamen

Investing.com -- Bernstein analysts said their analysis shows concerns about crowded AI positioning in hardware and chip stocks "have merit," even after the trade has partially unwound.

Analysts led by Daniel Zhu found communications equipment, semiconductors, and computers and peripherals are all relatively crowded subsectors. That stands in contrast to longer-term history, in which networking and hardware "have often screened as out-of-favor sectors," the analysts said.

Communications equipm

Investing.com -- Microsoft is offering buyouts to about 60,000 employees as the software giant seeks to cut costs and reshape its workforce, Bloomberg News reported Monday.

Employees at the vice president level and below on select teams in the US, Canada, India and the UK are eligible, though some data center, sales and marketing staff are excluded. The package includes benefits similar to a standard severance offer, according to a company spokesperson.

Microsoft had 223,000 employees at the e

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As CoreWeave shares plummet, taking much of the AI complex with it, investors face a simple question: what’s the best way to hedge AI risk?An ex-Citadel quant might have the answer.Jasper Zhang is an ex-Citadel Securities quantitative researcher who now leads Hyperbolic. It’s a 50-person financial technology startup building a spot marketplace for tradable GPU computing power, a tool that would allow traders to hedge against a decline in AI demand.The platform allows investors t