The Big OneDeals
Bank of America, Blackstone, Citi and Morgan Stanley back $63B Anthropic compute deal
Bank of America, Blackstone, Citi and Morgan Stanley are the Lead Financial Partners on a $63 billion transaction to enable the deployment of AI compute capacity for Anthropic, using Broadcom technology. The transaction runs through a newly formed special purpose vehicle that buys Broadcom XPU AI accelerators and networking solutions to be leased to Anthropic, with expected deliveries starting in calendar 2027.
NoteBank of America, Citi and Morgan Stanley arrange the first-lien portion while Blackstone provides the committed second lien, and Broadcom backs the first lien with residual value support.
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