Technology

AI compute demand

How AI training and inference demand propagates into chips, memory, networking and power.

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01Oracle, Broadcom, and SpaceX seek tens of billions in financing for AI compute hardware purchasesAccording to the Wall Street Journal, Broadcom is seeking over $50 billion to support development of its custom AI chip with OpenAI, Oracle is in talks with Apollo and Goldman Sachs for financing to bridge hardware payment and cloud revenue timing, and SpaceX is pursuing a $40 billion chip financing deal for Nvidia hardware, with a separate FT report indicating SpaceX aims to raise $10 billion in bank loans and $30 billion in investment-grade debt for the same purpose, expected to close in 2027.Filing change2026-10-08 23:06