SpaceX, Broadcom and Oracle Turn to Debt Markets as AI Infrastructure Costs Soar
The AI infrastructure boom is moving deeper into the debt markets. SpaceX is reportedly pursuing about $40 billion in financing to buy Nvidia AI chips, made up of roughly $30 billion in bonds and $10 billion in bank loans. Broadcom and Oracle are also involved in large financing arrangements tied to rising demand for AI computing.
The scale of the need
Reuters reported that Morgan Stanley estimates AI infrastructure could require approximately $1.5 trillion in external financing by 2028. Companies are racing to secure processors, power supply and data-center capacity.
What changes when AI runs on credit
Borrowing means expectations about future demand, equipment depreciation, interest rates and customer revenue matter far more. Investors are starting to ask whether AI earnings can support the commitments being made today, a question that helps explain why some data-center companies are struggling to attract public investors.
Sources: Reuters (Oct 8) and Axios (Oct 7), as summarized by TechStartups AI roundup (Oct 5-9, 2026).
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