May. 8 at 6:48 PM
$BX,
$APO, and
$AVGO
The market is now watching discussions around a potential
$35B financing package tied to AI infrastructure and chip development.
What’s interesting is that just a day earlier, reports suggested
$AVGO and OpenAI were facing an
$18B financing gap — and now private credit appears to be stepping in as part of the solution.
This may point to a bigger shift:
AI competition is no longer just about models, but also about capital access, compute, and financing scale.
What do you think becomes the real bottleneck going forward:
technology,
or capital?
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