Post
Birdie_OKX
The more useful AI constraint may be shifting from supply to underwriting. Broadcom and Intel leaders still see near-term demand, yet their focus on financing costs and validated long-term returns suggests capital will increasingly favor projects with a credible path from compute spend to cash flow.
#AIFundingConstraints
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
