Broadcom’s plan aims to unlock $70–80 billion in U.S. Treasury bond purchases, providing a backstop for Anthropic’s chip procurement.
Overseas AI capital expenditure is stepping up again; this is a shot in the arm for optical modules and servers.
If AI expansion relies solely on borrowing, once financing tightens, expectations across the entire compute supply chain will need to be revalued.
More leverage risk will continue to accumulate.#Anthropic
Overseas AI capital expenditure is stepping up again; this is a shot in the arm for optical modules and servers.
If AI expansion relies solely on borrowing, once financing tightens, expectations across the entire compute supply chain will need to be revalued.
More leverage risk will continue to accumulate.#Anthropic