Broadcom and SpaceX seek $90 billion for AI chips while 10-year Treasuries yield 5.3%
Broadcom seeks $50 billion in financing and SpaceX $40 billion in bonds and loans to buy AI chips, the Wall Street Journal and others reported. The borrowing reaches a bond market where 10-year Treasury yields sit within a few basis points of a 24-year high.
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+15
- Incentives55
- Confidence40