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I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
Key TakeawaysBroadcom is reportedly raising $60 billion to fund chips for Anthropic, on top of a loan of up to $42 billion to lease Broadcom’s chips. That makes Broadcom both Anthropic’s chip supplier and its lender, so more of its growth now depends on a single customer.
Anthropic eyes USD 518 billion AI buildout; backed by ~80% non-cancellable deals