獨家：消息人士稱，新興雲端公司 Argentum AI 洽談50億美元 AI 晶片融資

作者：Akash SriramBy Akash Sriram

10月27日（路透社）——兩名知情人士表示，獲美超微支持的雲端運算公司 Argentum AI 正與一家大型私人信貸公司洽談一筆50億美元的 AI 晶片融資案。Oct 27 (Reuters) - Super Micro-backed cloud computing firm Argentum AI is in talks to secure a $5 billion financing deal for AI chips with a major private credit firm, according to two people familiar with the matter.

其中一名知情人士表示，這筆資金將用於為 Argentum 與 DL Invest Group 在波蘭取得的資料中心購買額外晶片，而這筆債務是為租賃給不具投資等級評等客戶的晶片而設。One of the people said the money would pay for additional chips for the data center Argentum secured in Poland with DL Invest Group, and that the debt is meant for chips leased to customers that do not have investment-grade ratings.

該名人士表示，Argentum 已取得超過120億美元的合約收入。Argentum has secured more than $12 billion in contracted revenue, the person said.

這項交易之際，向其他公司出租 AI 運算能力的新興雲端服務商面臨融資收緊。The deal comes as financing for neoclouds, which rent out AI computing power to other companies, has tightened.

伊隆・馬斯克（Elon Musk）週日在 X 上寫道，對於沒有大量獨立於 AI 資料中心之外營收的公司，債務市場幾乎已完全切斷其取得資金的管道。他預測，200多家新興雲端服務商將出現「孔雀魚等級的死亡與整併」。Elon Musk wrote on X on Sunday that debt markets have almost entirely shut off access to money for companies without substantial revenue independent of AI data centers. He predicted that 200-plus neoclouds will see "guppy-level death and consolidation."

SpaceX 週一透過阿波羅全球管理公司（Apollo Global Management）的一家關係企業，取得400億美元的晶片債務融資。馬斯克將此歸功於這家橫跨火箭到 AI 業務公司的投資等級評等，以及其 Starlink 和發射業務收入。SpaceX secured $40 billion of debt for chips with an affiliate of Apollo Global Management on Monday. Musk credited the rockets-to-AI firm's investment-grade rating and its Starlink and launch revenue.

AI 雲端服務公司 Nebius 上週從花旗取得35億美元融資額度，用於持續開發其資料中心並採購 GPU；該公司正加速擴充產能。AI cloud services firm Nebius last week secured a $3.5 billion financing facility ‌from Citi to fund the continued development of its data centers and GPU purchases as it races to expand capacity.

Argentum 由創辦人兼執行長安德魯・索布科（Andrew Sobko）領導，是一家獨立、具機構等級的 AI 雲端平台，專注於為企業 AI 部署大規模 GPU 基礎設施。這家總部位於芝加哥的新創公司成立於2025年。Argentum, led by founder and CEO Andrew Sobko, is an independent, institutional-grade AI cloud platform focused on deploying large-scale GPU infrastructure for enterprise AI. The Chicago-based startup was founded in 2025.

這家新創公司5月與雲端遊戲公司 Boosteroid 和 DL Invest 簽署一項約25億美元的協議，內容涉及一座300百萬瓦資料中心。The startup signed a roughly $2.5 billion deal in May with cloud gaming firm Boosteroid and DL Invest for a 300-megawatt data center.

該公司當時表示，正與美國金融機構和投資銀行合作，為未來部署規劃融資架構。The company had said then that it was working with US financial institutions and investment banks on financing structures for future deployments.

（Akash Sriram 班加羅爾報導；Devika Syamnath 編輯）(Reporting by Akash Sriram in Bengaluru; Editing by Devika Syamnath)