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CapitalBroadcom's AI Debt Bet Triples to $100 Billion

Broadcom's AI Debt Bet Triples to $100 Billion

Broadcom is in talks with Blackstone and Apollo for a debt package of up to $100 billion to fund AI chip infrastructure for Anthropic, nearly tripling June's $35 billion deal in about ten weeks. Here is what the tranche structure means for anyone renting AI compute.

4 min read
CapitalNvidia's $7 Billion Poolside Deal Skips a Takeover

Nvidia's $7 Billion Poolside Deal Skips a Takeover

Nvidia is paying Poolside $6 billion to license its AI coding technology and $1 billion for equity, while 109 Poolside staff get Nvidia job offers. Here is the new template chipmakers use to buy AI capability without a takeover.

4 min read

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