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Oracle is talking to lenders about financing a large chip purchase, while SpaceX has reportedly discussed a $40 billion deal for Nvidia chips, the Wall Street Journal reports. Both plans would add to the borrowing now being considered to fund AI computing infrastructure.
Why it mattersThe report does not say either financing deal is complete. For SpaceX, it describes discussions, not a settled commitment; for Oracle, it gives no financing figure. The sums involved in this infrastructure race are becoming hard to miss, even when the deal terms remain out of view.
Discuss: Should companies borrow heavily to secure AI computing capacity before demand is certain, or wait for clearer evidence of returns?
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