Broadcom Lines Up $63B Bank-and-Blackstone SPV to Lease AI Chips to Anthropic

Broadcom has arranged a $63 billion financing package with Bank of America, Citigroup, Morgan Stanley and Blackstone that routes through a new special purpose vehicle buying its AI accelerators and networking gear and leasing them to Anthropic, per Bloomberg and Reuters. BofA, Citi and Morgan Stanley arrange the first-lien portion while Blackstone sole-provides the committed second lien; Broadcom is backstopping with residual-value support. Deliveries start in 2027 under a previously announced strategic compute capacity deal and sit alongside a prior $35B Apollo-Blackstone package. The disclosure landed the same day Anthropic filed its S-1.