Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute Capacity in Partnership with Broadcom
Anthropic's XPU and networking order now has committed bank capital behind it: an SPV funded by four lenders will buy the Broadcom silicon and lease it out, with deliveries starting in calendar 2027. Broadcom is providing residual value support equal to the first lien portion, so shareholders get locked-in demand visibility with some tail exposure attached.