SpaceX, Broadcom, and Oracle are all pursuing tens of billions of dollars in long-term debt to finance the purchase of AI chips that will likely become obsolete before the loans mature. SpaceX plans to borrow about $40 billion directly, while Broadcom and Oracle use different financing structures to avoid carrying the debt on their balance sheets. This raises risks as AI chips depreciate quickly, and only SpaceX fully bears the debt risk. The trend highlights growing competition for long-term capital amid a booming AI chip market, with potential financial risks if AI demand slows or chip values drop before debt repayment.
Shares of SpaceX, Broadcom, and Oracle are all down on Pluang as of Oct 08, 2026 21:52 WIB, with SpaceX falling 1.80% to USD 164.63 and Broadcom down 1.60% at USD 370.49. Oracle also declined 1.37% to USD 141.59, reflecting some investor caution amid their large AI chip debt plans. Trading activity shows a majority selling trend for these stocks on Pluang.
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