Broadcom Upgraded to Buy as Banks and Blackstone Line Up $63 Billion for Anthropic AI Chips
D.A. Davidson lifts Broadcom to Buy, citing Anthropic’s IPO path and the $63 billion financing package that will fund its next wave of AI chips.
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Capital, Not Chips, Could Become AI’s Biggest Bottleneck, Intel and Broadcom CEOs Warn
Intel and Broadcom CEOs warn that access to capital could overtake chip and power shortages as the main constraint on the AI boom.
Microsoft and Oracle fall after report puts OpenAI revenue $20bn below expectations
Microsoft and Oracle fell after an FT report said OpenAI’s annualised revenue is about $50bn, $20bn below earlier investor reports.
Broadcom to Lend Anthropic Up to $42 Billion to Lease Its Chips, Filing Says
Anthropic’s IPO filing shows a Broadcom loan of up to $42 billion for chip capacity, with debt that could convert into Anthropic shares.
Anthropic’s IPO Filing Reveals $84.5 Billion SpaceX Compute Deal, Nearly Double Prior Estimates
Anthropic’s IPO filing reveals an $84.5B SpaceX/xAI compute commitment through 2029 and $518B in decade-long infrastructure obligations across six partners.
China Reviews Heavy Use of Broadcom Switches in State Data Centers
China is surveying Broadcom switches in state data centers, where use may hit 90%, as Beijing pushes domestic chips and less foreign AI gear.