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FT: Anthropic Offers Blackstone 10%+ Yield as $9 Billion Goes Into Chip Debt
Why it mattersThe first public disclosure of pricing on the junior slice of the $60 billion chip-debt package — the $18 billion junior tranche carries no Broadcom guarantee, and a yield above 10% puts the first hard number on Anthropic's cost of capital for this compute financing.
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Broadcom Arranges $50B+ Financing for OpenAI Custom Chips; Oracle and SpaceX Also Seek Chip Debt
Why it mattersBroadcom is arranging more than $50 billion in financing for the custom chip it is developing with OpenAI; per the WSJ, cloud providers have already issued hundreds of billions in bonds, and buyers are turning to Wall Street for custom financing.
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Broadcom Reportedly to Provide Anthropic Up to $42B in Financing to Rent Broadcom Chips
Why it mattersAnthropic has committed to $125.2 billion of TPU compute over five years, and the $42 billion covers about a third; other outlets say it is really a contingent guarantee, with Broadcom's real exposure around $29–31 billion.
