E
7 hours ago
Hock Tan with probably the worst explanation ever in countering the circular financing claim:
"Of the six, two of them, two of the strongest guys do not have the cash flows to be able to generate the compute needed to train and create inference, productize their models.""This is not circular financing. When a customer sees the demand that drives up their own demand and they do not have to use us necessary, they can get it somebody else, that is not circular finance. We are using financing to create demand." $Broadcom(AVGO.US)
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