{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-118614","form_type":"8-K","ticker":"SPCX","cik":"0001181412","company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","filed_at":"2026-10-26T12:00:18+00:00","discovered_at":"2026-10-26T12:05:00.343795+00:00","generated_at":"2026-10-26T12:05:17.577300+00:00","sec_items":["8.01"],"event_type":"debt","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"SpaceX commits to ~$40B GPU finance lease with Apollo-managed entity for data-center equipment","bullets":["Binding commitment letter signed Oct 24, 2026 with a Lessor entity managed by Apollo Global Management, Inc. for GPU pods and related equipment.","Aggregate principal payments under the lease schedules expected to total approximately $40 billion over their respective terms.","Equipment delivered in tranches, each under a separate lease schedule running about five to five and one-quarter years from commencement.","Rent payable quarterly in advance: one-twentieth of each tranche's financed cost plus a fixed per-annum rate set at pricing before lease execution.","Master lease expected to close before year end; lease schedules commence in H1 2027 upon GPU delivery to SpaceX-selected data centers."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-118614","json":"https://secwatch.observer/filing/0001104659-26-118614.json","markdown":"https://secwatch.observer/filing/0001104659-26-118614.md","text":"https://secwatch.observer/filing/0001104659-26-118614.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1181412/000110465926118614/0001104659-26-118614-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1181412/000110465926118614/tm2628247d1_8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-26T12:05:17.577300+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}