Milk Road AI(@MilkRoadAI):AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fund its custom AI chips for OpenAI. SpaceX is lining up $40 billion to buy Nvidia chips, with Apollo expected to lead. Oracle is in talks with Apollo and Goldman Sachs to cover the gap between paying for chips and getting paid for cloud. I think this is a HUGE signal that demand for compute is still exploding. $AVGO $ORCL $NVDA

2026.10.12 04:19

AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fund its custom AI chips for OpenAI. SpaceX is lining up $40 billion to buy Nvidia chips, with Apollo expected to lead. Oracle is in talks with Apollo and Goldman Sachs to cover the gap between paying for chips and getting paid for cloud. I think this is a HUGE signal that demand for compute is still exploding. $AVGO $ORCL $NVDA