publication

US banks and Broadcom announce $63 billion committed SPV financing structure for Anthropic accelerators

On 26 October 2026 Bank of America, Blackstone, Citi, Morgan Stanley and Broadcom announced a $63 billion transaction involving a new special-purpose vehicle to purchase Broadcom XPU accelerators and networking equipment for lease to Anthropic. First-lien financing is arranged by Bank of America, Citi and Morgan Stanley; Blackstone provides committed second-lien financing; Broadcom offers residual-value support. The transaction is to be executed through the SPV; equipment deliveries are expected from 2027. The observed milestone is announcement of a committed financing structure, NOT proof of a completed SPV purchase, funds drawn, delivered accelerators, energized data centers or operational compute.