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Massive AI infrastructure financing deals emerge: SpaceX, Broadcom/Oracle exploring tens of billions in chip debt

Reports indicate SpaceX exploring ~$40B financing for Nvidia chips; Broadcom/Apollo/Blackstone discussing $50B+ for OpenAI custom chips ('Nexus' project); Oracle pursuing separate large chip-funding discussions following broader AI capex expansion.

WOLFWO
*Walter Bloomberg*B
2 Sources, 2h ago, first seen 2h ago

TLDR

These deals underscore the enormous scale of AI infrastructure spending and associated credit/debt risks, with some CDS and yield spikes noted. The forward-looking story contrasts with today's market pullback and attracts growth and tech investors concerned about leverage and sustainability.

Combined views

137.9K

2 Sources, first seen 2h ago

374 likes49 comments29 saves37 reposts

Combined views

137.9K

2 Sources, first seen 2h ago

374 likes49 comments29 saves37 reposts

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2 Sources

WOLF@WOLF_FinancialBROADCOM $AVGO, ORACLE $ORCL AND SPACEX $SPCX ARE ALL LINING UP DEBT DEALS WORTH TENS OF BILLIONS TO PAY FOR AI CHIPS The biggest one could top $50 billion, per the WSJ. Broadcom is working to arrange more than $50 billion in financing for OpenAI's custom AI chips, which the two companies are building together. Apollo $APO and Blackstone $BX are among the lenders in talks. OpenAI's chip program is code-named Nexus, and the chips are named after peppers, starting with Jalapeño and Serrano. SpaceX has talked to lenders about a $40 billion financing for Nvidia $NVDA chips. Oracle is in talks with Apollo and Goldman Sachs $GS to fund a big chip purchase through a separate company that would buy the chips and lease them to Oracle, so it doesn't have to borrow more itself.2h
*Walter Bloomberg@DeItaone*ORACLE, BROADCOM, SPACEX SEEK DEBT DEALS FOR AI CHIPS: WSJ2h
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    2 Sources

    WOLF@WOLF_FinancialBROADCOM $AVGO, ORACLE $ORCL AND SPACEX $SPCX ARE ALL LINING UP DEBT DEALS WORTH TENS OF BILLIONS TO PAY FOR AI CHIPS The biggest one could top $50 billion, per the WSJ. Broadcom is working to arrange more than $50 billion in financing for OpenAI's custom AI chips, which the two companies are building together. Apollo $APO and Blackstone $BX are among the lenders in talks. OpenAI's chip program is code-named Nexus, and the chips are named after peppers, starting with Jalapeño and Serrano. SpaceX has talked to lenders about a $40 billion financing for Nvidia $NVDA chips. Oracle is in talks with Apollo and Goldman Sachs $GS to fund a big chip purchase through a separate company that would buy the chips and lease them to Oracle, so it doesn't have to borrow more itself.2h
    *Walter Bloomberg@DeItaone*ORACLE, BROADCOM, SPACEX SEEK DEBT DEALS FOR AI CHIPS: WSJ2h
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