$Broadcom(AVGO)$ ANTHZZX.PReuters is reporting that Broadcom will lend Anthropic up to $42B to lease chips. Broadcom is becoming a uniquely strategic Anthropic partner here, covering compute supply, equipment leasing, and up to $42B of infrastructure financing. Anthropic could end up being Broadcom's largest custom-chip customer next year as it scales its AI infrastructure buildout. The financing arrangement may also let Broadcom designate a financing partner, and the debt instruments could be converted into Anthropic shares.
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