🤖 AI JUST REDISCOVERED VENDOR FINANCE.

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-10-02

💰 Broadcom can provide Anthropic with up to $42B of financing around a $125.2B compute commitment. That is the real underwriting question now: when the supplier can also become the lender, how much of the customer demand is truly independent? ⚡ Japan is attacking the problem differently. JERA, Dell, and RHAELM are planning a $15B, 400 MW AI campus beside existing generation, with Apollo expected to participate in financing, while Amazon just locked 690 MW of nuclear power for 20 years at Calvert Cliffs. 📈 The capital market is still brutal. The 10 year Treasury touched 5.34% Thursday before reversing toward 5.23%, while 30 year mortgage...