$Broadcom(AVGO)$ $NVIDIA(NVDA)

$Broadcom(AVGO)$ $NVIDIA(NVDA)$ Broadcom just lined up $63B in financing from banks and Blackstone to supply chips to Anthropic. AI labs keep locking in massive compute packages, and the chip makers sit right in the middle of that capital structure. The financing machine is still running at full speed.

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