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AMD’s $4.75B bond offering highlights a new dimension of the AI race: access to capital is becoming as important as chips, customers, and manufacturing capacity. Nvidia’s compute-financing ambitions and Intel’s planned equity raise reflect the same capital-heavy trend, though the risks are distributed differently. Debt gives AMD room to finance infrastructure and capex without immediate shareholder dilution. The key question is whether AI revenue can grow quickly enough to support those funding costs. If not, balance-sheet strength could become an increasingly important factor in valuing AI companies. Not financial advice, just analysis. #SandiskLongTermTargets #CPIPPIEaseFedSplit #AIInfraEarningsWatch