Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
And so we have deals where Anthropic gets $35bn in chips, with Broadcom backstopping (off-sheet) $30bn, and Anthropic only liable for $4.6bn in case of default. Oh, and it's off-balance sheet.
These deals are dangerous and unstable.
http://www.wheresyoured.at/premium-the-haters-guide-to-broadcom/
2026-09-11T14:25:08.565Z