Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
The already-indebted Broadcom is currently raising anywhere from $60-100 billion of debt, with the cash being used to support Anthropic and "other companies" - all off-balance-sheet.
If Anthropic or OpenAI disappear, the market for its TPUs will shrivel.
http://www.wheresyoured.at/premium-the-haters-guide-to-broadcom/
2026-09-11T14:25:10.357Z