Dylan Patel on financing being the largest constraint in getting more compute online Funny to watch Silicon Valley come to the realization that cash flows are ultimately what Wall Street lenders care about, rather than just hopes and dreams of AI "We are seeing more and more turn from long term debt to something that is more shorter term. Broadcom has done the same thing with Anthropic, where they are leasing the chips. It is a rent to own, stretching out the payments over a few years. Whole name of the game is if anyone wants to get capacity, if you are not one of the big companies, you have to come with a structure that has NVIDIA, Broadcom or AMD backstopping these structures. So ultimately the financing of this all is a big dampener."