Broadcom and Blackstone are raising $60 billion for chips for Anthropic and other SI companies
Prepared by Sintelligent with the help of SI. Publication time restored from the build log. . Updated: .
Money for SI compute is now raised like infrastructure loans — the scale of building the "brains" is growing and can no longer be held by a single company's budget.
According to Bloomberg, Broadcom's banks are starting to place a $60 billion loan package: the $42 billion senior secured Class A tranche is intended for leasing chips to Anthropic, and the $18 billion junior Class B is led by Blackstone (it will put in $9 billion and place the rest among investors). A loan of up to $42 billion was previously mentioned in Anthropic's IPO prospectus; Anthropic is expected to become Broadcom's largest customer next year.
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