For me, demand quality matters more than the size of AI orders. A large compute commitment backed by strong revenue is very different from one that keeps expanding through debt and financing. If AI usage grows fast enough, financing simply accelerates the buildout.
I will watch Broadcom, $NVIDIA(NVDA)$ and the hyperscalers closely, especially infrastructure commitments and cash-flow growth. The AI story remains attractive to me, but the key question is: who is ultimately paying for all this compute?
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- Meroy·10-06 01:32TOPThe funding terms matter as much as the headline spend. If milestones stretch revenue recognition or receivables, that says more about demand quality than the compute number itself.1Report