$Broadcom(AVGO)$
The financing itself isn't the exciting part. What it implies about demand is.
Broadcom is essentially saying there's so much demand for their AI hardware that they're willing to help solve the financing problem so customers can actually buy and deploy it. That's potentially enormous.
Broadcom already has major custom-AI relationships with OpenAI, Google, Anthropic and others. The existing OpenAI agreement calls for 10 gigawatts of custom AI accelerators and networking systems, with deployment beginning in the second half of 2026 and continuing through 2029.
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