Broadcom is planning $50 billion in financing to help OpenAI buy chips, according to The Wall Street Journal, the latest in a string of AI debt deals that includes SpaceX’s $40 billion raise and Oracle’s talks with Apollo and Goldman Sachs. Yahoo Finance’s Julie Hyman, Jake Conley and Pras Subramanian ask whether AI is crowding out IPOs and other investments, why some AI debt already on the market is struggling, and who will generate the cash flow to pay it back. They also debate whether demand for AI is real or being pushed by sellers, and why Pras sees parallels to the auto industry’s push into EVs.
Watch The 8:30 live weekdays 8:30-9:30am ET.
00:00 Broadcom reportedly plans $50 billion for OpenAI’s chips
00:47 Is AI debt crowding out IPOs?
01:41 "When the spigot cuts off"
01:51 The AI debt already out there is struggling
02:44 How long can this go on?
03:18 Box CEO Aaron Levie on AI’s "insane" compute needs
03:53 "A push, not a pull"
04:31 Lessons from the EV push
#AI #Broadcom #OpenAI #YahooFinance
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