Wall Street is now financing the AI chip boom — over $90 billion in new debt deals just to buy hardware.
$AVGO is reportedly raising $50B+ to fund custom AI chips for OpenAI. SpaceX is lining up $40B (Apollo leading) to buy $NVDA chips. $ORCL is in talks with Apollo and Goldman to bridge the gap between chip costs and cloud revenue.
This isn't just corporate finance — it's a demand signal. When you need debt at this scale just to keep up with orders, it tells you compute demand is still running white-hot.
The AI infrastructure build-out is far from over. Follow the money.
$AVGO is reportedly raising $50B+ to fund custom AI chips for OpenAI. SpaceX is lining up $40B (Apollo leading) to buy $NVDA chips. $ORCL is in talks with Apollo and Goldman to bridge the gap between chip costs and cloud revenue.
This isn't just corporate finance — it's a demand signal. When you need debt at this scale just to keep up with orders, it tells you compute demand is still running white-hot.
The AI infrastructure build-out is far from over. Follow the money.