SpaceX CEO Musk stated that SpaceX has completed $40 billion in debt financing, with the funds primarily intended for GPU procurement. The related chips are expected to be delivered in the first and second quarters of next year. The company's capital expenditures for the fourth quarter are estimated to be between $35 billion and $40 billion. Musk believes that companies lacking revenue streams outside of AI data centers will struggle to secure financing, and new cloud providers may face consolidation or shutdown. However, SpaceX will not acquire such companies.
