{"id":129383,"date":"2026-08-04T18:16:09","date_gmt":"2026-08-04T18:16:09","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/129383\/"},"modified":"2026-08-04T18:16:09","modified_gmt":"2026-08-04T18:16:09","slug":"anthropics-google-chip-procurement-could-lead-to-another-36b-debt-financing-round","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/129383\/","title":{"rendered":"Anthropic&#8217;s Google Chip Procurement Could Lead To Another $36B Debt Financing Round"},"content":{"rendered":"<p>Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic PBC\u2019s use of Alphabet Inc.\u2019s Google chips.<\/p>\n<p>The private credit facility is at least $36 billion.The potential package follows a record $35-billion credit deal put together just two months ago by Apollo Global Management Inc. and Blackstone.To de-risk these huge credit packages, tech giants like Google and Broadcom are providing financial guarantees and equity backing in circular deals that keep Silicon Valley&#8217;s compute race moving forward.<\/p>\n<p>Investment giant Blackstone Inc. (BX) has held early talks with institutional investors to explore interest in a second mega private debt package totaling at least $36 billion to finance AI startup Anthropic PBC\u2019s procurement of\u00a0Alphabet Inc.\u2019s (GOOG, GOOGL)\u00a0Google processing chips.<\/p>\n<p>If completed at or near that size, the deal would surpass a record-breaking $35-billion credit transaction arranged around two months ago by Blackstone and Apollo Global Management Inc., marking one of the largest private credit arrangements in history, according to a Bloomberg report.<\/p>\n<p>Expanding AI Infrastructure Ahead Of Anthropic\u2019s Public Debut<\/p>\n<p>Blackstone&#8217;s proposal underlines the growing role of private credit in funding high-stakes technology hardware as companies compete for market dominance. Sources familiar with the matter told Bloomberg that details including the exact deal size, tranche structure, and whether Blackstone will serve as the lead underwriter remain under negotiation and could change.\u00a0<\/p>\n<p>The massive capital request comes at a pivotal moment for Anthropic, the San Francisco-based creator of the Claude AI model. The startup recently filed confidentially for a U.S. initial public offering as it races rival OpenAI toward a public market debut. To maintain its competitive standing, Anthropic contracted to lease custom Google AI chips across five data centers as part of the earlier $35-billion debt transaction. Securing this second multi-billion-dollar financing tier allows Anthropic to scale its computational capacity aggressively without diluting equity prior to its IPO.<\/p>\n<p>Google, Apollo &amp; Broadcom: Anthropic\u2019s Early Investors\u00a0<\/p>\n<p>The rapid expansion of AI infrastructure relies on increasingly complex financial partnerships between hardware vendors, cloud giants, and asset managers. Google, an early venture investor in Anthropic, has steadily increased its support by backstopping the debt arrangements that fund the startup\u2019s compute footprint.\u00a0<\/p>\n<p>To facilitate these large-scale compute deals, <a href=\"https:\/\/stocktwits.com\/symbol\/AVGO\" rel=\"nofollow noopener\" target=\"_blank\">Broadcom Inc<\/a>. (AVGO), Apollo Global Management (PAO), and Blackstone formed a specialized partnership earlier this year known as the AI XPV Platform. In the previous $35-billion debt deal arranged with help from Morgan Stanley, Broadcom backstopped payments on the largest senior portions of the debt to mitigate risk for primary lenders.\u00a0<\/p>\n<p>Representatives for Google, Apollo, and Broadcom declined or did not respond to Bloomberg\u2019s requests for comment.\u00a0<\/p>\n<p>Anthropic Strikes $10B Deal With NVDA-Backed Volta Infra\u00a0<\/p>\n<p>Anthropic PBC reportedly struck a $10-billion deal for computing capacity from a months-old infrastructure startup, marking the Claude maker\u2019s latest effort to keep pace with demand for its products.<\/p>\n<p>The AI developer has signed a contract to use a data center managed by <a href=\"https:\/\/stocktwits.com\/symbol\/NVDA\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia Corp. <\/a>(NVDA)-backed cloud startup Volta Infra Holdings Ltd., according to a Bloomberg report that cited people familiar with the matter.<\/p>\n<p>Anthropic: Retail View\u00a0<\/p>\n<p>Retail sentiment on Stocktwits was \u2018extremely bullish\u2019 with \u2018extremely high\u2019 message volumes.<\/p>\n<p><a class=\"STButton_lg__XBy4m text-lg px-6 gap-2 STButton_button__ObG_J h-[--size] inline-flex flex-row items-center justify-center border rounded-full font-semibold whitespace-nowrap STButton_black-secondary__xIxs1 bg-white text-black border-secondary-button-border dark|bg-transparent dark|text-white hover|!bg-light-grey-6 dark|hover|!bg-dark-grey-5 p-2\" role=\"button\" tabindex=\"0\" type=\"button\" target=\"_blank\" rel=\"noopener nofollow\" href=\"https:\/\/news.google.com\/publications\/CAAqKQgKIiNDQklTRkFnTWFoQUtEbk4wYjJOcmRIZHBkSE11WTI5dEtBQVAB\"><img decoding=\"async\" alt=\"Follow on Google News\" src=\"https:\/\/chunks-prd.stocktwits-cdn.com\/_next\/static\/media\/google-news-icon.d9c2bfd1.svg\"\/><\/a><\/p>\n<p>Subscribe to Chart Art<\/p>\n<p>The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET.<\/p>\n<p><a rel=\"noopener nofollow\" target=\"_blank\" href=\"https:\/\/stocktwits.com\/about-newsroom\/\" class=\"NewsArticle_editorialLink__1BMFs hover|text-blue-ada underline w-full text-base\">Read about our editorial guidelines and ethics policy<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic&hellip;\n","protected":false},"author":2,"featured_media":58890,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[53,25198,64801],"class_list":["post-129383","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-anthropic","tag-debt","tag-google-chip"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/129383","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=129383"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/129383\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/58890"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=129383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=129383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=129383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}