Editorial companion

What stands out

Schwab Network highlighted two CEOs, Broadcom and Intel, warning that AI spending is forcing some companies into debt and will tighten capital across the industry. The clearest moment is their shared concern that cheaper equity or venture funding is scarcer, so hardware and infrastructure builders may lean on loans instead. That warning matters because it shifts the debate from ‘how fast AI grows’ to ‘who can afford to build the infrastructure,’ a pragmatic constraint that can slow projects even when demand is strong.