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Blackstone explores second massive debt package to finance Anthropic's chip usage

Blackstone is exploring a second debt package of roughly $36 billion to finance Anthropic's Google TPU usage, following a similar deal that

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Blackstone explores second massive debt package to finance Anthropic's chip usage

Blackstone exploring second ~$36B debt package for Anthropic's Google TPU infrastructure via SPV structure, following first $35-36B deal closed May-June. Validates chip-as-a-service financing model; institutional capital appetite signals this becomes standard for AI companies scaling compute without balance sheet strain.

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the-decoder.com7 h fa

Google moves billions in Anthropic chip risk off its balance sheet

Google finances $200B TPU sales for Anthropic via SPV and crypto miners, off-balance; $35B first deal (1M TPUs). Neutralizes Nvidia cost-advantage (7.1% vs 9.3% borrow rates) but creates systemic risk—$200B contracts depend on Anthropic 20-30x growth by 2029; half of cloud backlogs unravels if it fails.

Timeline cronologica

martedì 4 agosto 2026·www1.folha.uol.com.br
Como o Google usou Wall Street para bancar US$ 200 bi em chips de IA para a Anthropic
Veículo de crédito estruturado pelo Morgan Stanley comprou chips do Google e os aluga para a Anthropic
martedì 4 agosto 2026·the-decoder.com
Google moves billions in Anthropic chip risk off its balance sheet
Google is working with Broadcom, Apollo, Blackstone, and Morgan Stanley on a multibillion-dollar financing structure that supplies Anthropic with AI chips and data centers while…

Blackstone explores second massive debt package to finance Anthropic's chip usage

Google moves billions in Anthropic chip risk off its balance sheet

Timeline cronologica

Como o Google usou Wall Street para bancar US$ 200 bi em chips de IA para a Anthropic

Google moves billions in Anthropic chip risk off its balance sheet

Como o Google usou Wall Street para bancar US$ 200 bi em chips de IA para a Anthropic

Blackstone explores second massive debt package to finance Anthropic's chip usage