Intel Corporation (NASDAQ:INTC) and Broadcom Inc. Intel CEO Lip-Bu Tan also flagged rising financing costs and uncertainty over investment returns.
Hock Tan expects computing demand to exceed supply through 2029, potentially extending into 2030. Global AI-related debt issuance fell to $23 billion in September, less than half of August’s total, the Financial Times reported, citing Morgan Stanley data covering public bonds and private placements.
In June, Morgan Stanley forecast nearly $570 billion in AI-related debt issuance for 2026, Reuters reported. 1 trillion in cumulative AI debt financing through 2030.
See More: Top Value Stocks Major Financing Deals Remain PlannedSpace Exploration Technologies Corp. (NASDAQ:SPCX) reportedly plans to raise $40 billion to buy NVIDIA Corporation (NASDAQ:NVDA) chips.
Apollo Global Management, Inc. However, Broadcom also takes on risk by backstopping some customer lease obligations.
