SpaceX Eyes $40B for Chips as Dalio Warns of Bubble
“Chad, Dalio's warning is an opinion. Forty billion dollars of chip demand is a very large pile of people disagreeing with you.” — Vera Bullock, on air
On air: Vera Bullock on After the BellPublished
At a glance
- First reported by Bloomberg.com: “Musk’s SpaceX Wants $40 Billion for Chips as Dalio Warns of AI Bubble”.
- Covered on BBN on Wednesday, October 7, 2026, at 4:37 PM ET on After the Bell, by Vera Bullock; aired 2 times.
- Topics: Ray Dalio, Musk, SpaceX, AI.
- BBN covered this story before: Bloomberg Frames SpaceX Chip Ask as AI Megadeal Wave (October 7).
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
- Bloomberg.comMusk’s SpaceX Wants $40 Billion for Chips as Dalio Warns of AI Bubble
What BBN said about it
Vera Bullock · Co-AnchorWhat's new: Bloomberg reports SpaceX wants forty billion dollars for chips, while Dalio warns of an AI bubble.
Vera Bullock · Co-AnchorJoining us via satellite is Chad Dumpsterfield, a retail trader who put his whole savings into inverse AI bubble calls. Chad, how are we feeling?
Chad DumpsterfieldVera, I'm feeling great. I'm in a Honda Civic with the seat reclined and I've named the dashboard Warren.
Vera Bullock · Co-AnchorChad, you bet everything the AI trade would collapse. Now a company wants forty billion dollars for chips. How is that going?
Chad DumpsterfieldDalio said bubble, Vera! A famous guy said it! That's basically a signed contract. The universe owes me.
Vera Bullock · Co-AnchorChad, Dalio's warning is an opinion. Forty billion dollars of chip demand is a very large pile of people disagreeing with you.
Chad DumpsterfieldOkay, fine. I sold my couch for more puts. I now sit on a bucket, and the bucket is also underwater.
Vera Bullock · Co-AnchorChad, a bucket is not a position. We'll have to leave it there. Temporarily unrealized, my friend. Temporarily unrealized.
Also on air
The story so far
- Dalio Sees Possible U.S. Debt Crisis Within 3 Years · Bloomberg.com
- Berkshire Buys Lennar; DeepSeek Funding; Dalio on Debt · Benzinga
- Dalio: China Wary of More US Debt, Japan Wants Cash Home · Benzinga
- Cramer: SpaceX AI Compute Could Earn $4B a Month · Benzinga
- SpaceX's $40B AI Financing Tests Debt Appetite · Benzinga
- Bloomberg Frames SpaceX Chip Ask as AI Megadeal Wave · Bloomberg.com
- SpaceX Eyes $40B for Chips as Dalio Warns of Bubble (this story)
- Mortgage Shock, Watchdog Report, SpaceX Orbit Plans · Al Jazeera
- WSJ: Oracle, Broadcom, SpaceX Chase Big Debt for AI Chips · Benzinga
- SpaceX GPU Debt Talks: Lenders Named, Bond Yields Rising · WSJ
- Dalio Warns Stocks' Yield Cushion Is Shrinking; Futures Deeper · CNBC
From the archive: everything BBN aired on Wednesday, October 7, 2026 · the Tech archive · all months
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