The AI competition may be determined by financing, rather than just having a better chip.
2026-10-09 18:26:11
According to CoinMeta, as reported by Fortune, the outcome of the AI competition may not only depend on better chips but also be closely related to financing. Anthropic is preparing for the 2028 elections, and the market generally rose after the release of OpenAI's revenue report. Broadcom is undertaking a debt financing of about $30 billion to help OpenAI purchase jointly developed chips, while Anthropic has a $35 billion financing agreement in progress. In addition, Nvidia recently collaborated with six financial companies to mobilize over $500 billion in third-party capital to fund its AI infrastructure. AMD also provided up to 320 million warrants to OpenAI and Meta so that these customers can share in its success. As Nvidia, Broadcom, and AMD compete through financing and equity incentives, whether customers have paid a reasonable price and whether they have the option to choose other suppliers has become an important issue.
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Source:Fortune
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