Broadcom agreed on October 1 to lend Anthropic up to $42 billion to support a $125.2 billion TPU lease arrangement, with an option to convert that debt into an equity stake. Amazon has issued over $62 billion in bonds this year, including $37 billion in March and $25 billion in July, to fund its AI infrastructure buildout. Broadcom’s AI semiconductor revenue is estimated at approximately $58 billion for fiscal 2026, with a forecast of approximately $115 billion for fiscal 2027. Total hyperscaler spending on AI infrastructure is projected to exceed $600 billion in 2026.
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