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[BUSINESS] · United States · 10 sources

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Broadcom seeks up to $100 billion in debt for AI chip financing

Broadcom is negotiating a massive debt financing package that could reach as much as $100 billion to support the production and leasing of AI chips. The deal is intended to benefit major AI players, including Anthropic and potentially OpenAI, by providing the necessary computing infrastructure to scale their operations.

The proposed financing structure involves a special-purpose vehicle (SPV) that would issue the debt off Broadcom's balance sheet. The package is expected to include a senior-secured tranche worth between $60 billion and $70 billion, for which Broadcom may provide guarantees, alongside a junior debt tranche of approximately $30 billion.

Major private credit firms Blackstone and Apollo Global Management are reportedly in discussions to participate in the financing. This move follows a June partnership between Broadcom, Apollo, and Blackstone to provide $35 billion in financing for Anthropic’s computing capacity. As tech giants like Alphabet and Meta seek to develop custom silicon to reduce reliance on Nvidia, Broadcom’s role in designing and financing these specialized chips is becoming increasingly central to the AI infrastructure market.

Entities

Anthropic · Apollo Global Management · Blackstone · Broadcom · Google · OpenAI

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