TradingKey – Broadcom (NASDAQ: AVGO) starts October with its AI accelerator and networking businesses soaring, but investors are starting to look more closely at how next-gen AI infrastructure will be funded. AVGO closed October 8 at $360.14, down 4.35%, after the selling in the semiconductor space renewed worries about AI spending, and more debt being piled on to support large AI deployments.

What’s interesting is the selloff is not reflective of AI chip businesses having weak current operating performance. Broadcom just reported record revenue, operating profit and free cash flow, while AI semiconductor revenue more than tripled year over year. The conversation has moved beyond the existence of demand and to Broadcom’s ability to…