By Yahoo Finance Video
Publication Date: 2026-10-07 17:45:00
00:00 Speaker A
reports about SpaceX looking to borrow 40 billion to buy Nvidia chips. So, I want to start um Chris with you,
00:11 Speaker A
is 40 billion just the cost of playing in this AI race or are we right to get a little bit nervy now, the the debt that continues to grow with all these AI players?
00:23 Chris
Well, I think there’s two ways to look at it, right? So there’s the 40 billion, what does that mean for SpaceX, its balance sheet. 40 billion on top of, you know, Marvel’s guidance yesterday, what we’re hearing from AMD, Nvidia, what does that mean for overall demand for Nvidia’s chips, custom silicon chips, networking equipment. You know, two very different things. Um, I think for SpaceX, you know, they’re really trying to push in and monetize the AI business. They got to ramp their capacity. They got to buy their chips to do that. You know, okay, good for Nvidia. That’s the read through.
01:04 Chris
The other side though, it’s really good for these custom silicon guys. You heard Marvel’s guidance yesterday, Broadcom and the like. So I I think it’s uh, you know, positive, little nerve-racking for SpaceX.
01:14 Speaker A
Sure. Julie, where do you come come in on all this?
01:15 Julie
Well, listen, this report is that they’re planning to raise this money, right? So we don’t know at what rates they are going to borrow this money. And on a day when we’re looking at the 30 year that is again at a…
