AI NEXT BOTTLENECK IS CASH< !-- -- >

What happened: A selloff on Thursday focused investor attention on how the AI buildout will be financed, with analysts estimating large funding needs at CoreWeave (CRWV) and Meta (META) outlining plans for additional capital. Key Why it matters: The content argues that the next round of winners will need customers who can pay, projects that can secure financing, and enough profit left after the financing bill. It says funded construction creates business for suppliers of chips, memory, power equipment and connections, while delays or cancellations work through the same chain in reverse.

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