Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips

Investment Analysis Clubs Macro Economic Trends and Risks
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Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips

Apollo, Blackstone and Goldman Sachs are among the lenders in talks to finance megadeals worth tens of billions of dollars apiece.

https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e8032?mod=hp_lead_pos1

Also, Google is partnering with SpaceX to make the “data centers in space” happen.

I see this as a “New Awakening” rather than a Bubble. If it goes bad, I still have a large stake in BRK.

intercst

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Although the financial sector does make up more than a third of BKR holdings. Not great in a recession. Maybe mobile homes (Clayton) will do better.

DB2

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Yes, and also a big stake in Alphabet (i.e. Google) and Apple. Perhaps not much of a hedge after all.

intercst