JP Insights(@jpinsights):With $AVGO reportedly helping arrange financing for OpenAI, I’m wondering whether capital becomes the biggest AI bottleneck. How much exposure can lenders take when so many projects depend on the same few customers, and suppliers are also financing them? Who takes the loss if one of those customers can’t pay?

JP Insights

@jpinsights

I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA

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JP Insights@jpinsights

2026.10.08 11:08

With $AVGO reportedly helping arrange financing for OpenAI, I’m wondering whether capital becomes the biggest AI bottleneck. How much exposure can lenders take when so many projects depend on the same few customers, and suppliers are also financing them? Who takes the loss if one of those customers can’t pay?