OpenAI’s $18B Broadcom Snag Stokes AI Capex Bubble Fears
OpenAI cannot close roughly $18 billion in financing tied to its Broadcom (AVGO) custom-chip partnership, The Information reported Thursday. The shortfall is the latest sign that AI infrastructure deals are outrunning the capital available to fund them. The reported gap covers an early tranche of a multi-year accelerator rollout worth 10 gigawatts of OpenAI-designed chips....
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