The Journal.

Is AI Running Out of Money to Borrow?

Freitag, 30. Oktober 2026 · 20 min

MP3

Shownotes

There’s been a big sell off in tech stocks this week, (wsj.com/tech/ai/alphabet-sheds-half-a-trillion…) as investors question tech companies’ massive spending on AI. This comes days after Anthropic secured a record-breaking $63 billion deal (wsj.com/finance/broadcom-ceo-intervened-to-sea…) with Broadcom to finance more chip purchases. WSJ’s Alexander Saeedy (wsj.com/news/author/alexander-saeedy?mod=WSJ_T…) explains the deal and why it's getting increasingly difficult for AI companies to raise money. Ryan Knutson (wsj.com/news/author/ryan-knutson?mod=WSJ_TJPOD) hosts.

Further Listening:

- A Sneak Peek Into Anthropic’s Business (open.spotify.com/episode/658aeTlUSOnYhDQvIFAV9g)

- Red, White and Who? The Anti-AI Voters (open.spotify.com/episode/4ADWtuK3iThby97diX9MB8)

Sign up for WSJ’s free What’s News newsletter (wsj.com/newsletters/whats-news?mod=WSJ_TJPOD).

Learn more about your ad choices. Visit megaphone.fm/adchoices

0:00 / 0:00