Oracle, Broadcom, SpaceX는 AI 컴퓨팅 구매를 위한 수십억 달러 자금 조달을 추진 중이며, Broadcom은 $50 billion, SpaceX는 $40 billion을 목표로 합니다.

Oracle, Broadcom, and SpaceX are seeking large-scale financing to fund AI compute hardware purchases, according to the Wall Street Journal.

Broadcom has been pursuing more than $50 billion to support ongoing development of the custom AI chip it has co-developed with OpenAI. Oracle is in talks with private equity firm Apollo and Goldman Sachs, while SpaceX is arranging a $40 billion financing deal for Nvidia hardware purchases.

Broadcom's deal could include "several gigawatts of OpenAI chip capacity" and is expected to close before year-end. Details about Oracle's financing arrangement remain sparse, though the company intends to use the funds to bridge the gap between hardware payment obligations and cloud computing revenue generation.

According to a separate Financial Times report, SpaceX is seeking $10 billion in bank loans and $30 billion in investment-grade debt to fund the purchases, with Apollo expected to lead the transaction. The deal is projected to close in 2027.

SpaceX CEO Elon Musk separately confirmed that the company has held discussions with Taiwanese chipmaker TSMC regarding the $16.8 billion TeraFab project in Grimes County, Texas. On October 3, Musk stated that so far there had been "just discussions, but something may come of it." Later that week, in response to speculation about the potential partnership, Musk said: "[SpaceX] will build and run the fab. Maybe TSMC subleases part of the TeraFab if they want, but nothing more than that."

SpaceX plans to invest $16.8 billion in the proposed facility. In August 2026, Musk claimed that when built, "it will be the largest and most valuable building on Earth by far," and that "TeraFab will be 50 times the size of the Pentagon when complete."

Nvidia recently overtook Apple as TSMC's largest customer.