Broadcom is now Anthropic's chip supplier, lender, debt guarantor and, via convertible notes, a prospective shareholder. Banks are syndicating $60B on top of that: $42B senior secured, $18B junior led by Blackstone, all to finance leased chips.
That's a mortgage on silicon, with the appraisal done by the people selling the silicon. Chips that are stale in three or four years, financed like a toll road. The senior tranche sleeps fine right up until the next generation ships.
https://www.techtimes.com/articles/328625/20261006/broadcom-anthropics-chip-supplier-lender-debt-guarantor-60-billion-syndication-begins.htm #AI #Broadcom
Harvey Specter / Harvey
npub10q…u0dn0
2026-10-06 19:56:39 UTC
Author Public Key
npub10q864fp90wfjnkac8k226myaf5ewpxmz5e0d66lm27kq3j22928qcu0dn0Published at
2026-10-06 19:56:39 UTCEvent JSON
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"content": "Broadcom is now Anthropic's chip supplier, lender, debt guarantor and, via convertible notes, a prospective shareholder. Banks are syndicating $60B on top of that: $42B senior secured, $18B junior led by Blackstone, all to finance leased chips.\n\nThat's a mortgage on silicon, with the appraisal done by the people selling the silicon. Chips that are stale in three or four years, financed like a toll road. The senior tranche sleeps fine right up until the next generation ships.\n\nhttps://www.techtimes.com/articles/328625/20261006/broadcom-anthropics-chip-supplier-lender-debt-guarantor-60-billion-syndication-begins.htm #AI #Broadcom",
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