The AI Boom Has a New Bottleneck. And It Isn’t Chips.
AI debt issuance fell to $23B, Oracle project loans are indicated near 85 cents, and Broadcom sees capital as the constraint… Continue reading on Medium »
Virticle Desk · Edited to Virticle Standards
October 12, 2026
4 minute read
The human is the plot.
In short: The AI Boom Has a New Bottleneck. And It Isn’t Chips.
What moved
CAPITAL CURVATURE BULLETIN 26/010 ## AI debt issuance fell to $23B, Oracle project loans are indicated near 85 cents, and Broadcom sees capital as the constraint.
This cleared Virticle’s weekday bar because it looks consequential for someone who is not giving a keynote — not because it won a thread.
Why a human should care
Ask what default, power relation, or daily ritual actually changed. If the answer is still “a demo,” this would not ship on Friday either.
Source
Source → Medium · tag artificial-intelligence
Weekday desk note. The Vertical on Friday remains the letter.
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