Question: Broadcom may finance Anthropic with up to $42B. What does this look like to you?
Ans: ③ Circular financing is increasing, so AI order quality needs a closer look
While Broadcom-Anthropic deal is a typical vendor financing, the quatum of finance upto $42B can not be ignored even if Broadcom is sitting on huge cash piles.
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- BartonBecky·10-07 13:33The size is the part that matters here. When financing gets this large, it starts looking less like straight demand and more like ecosystem lock-in, which makes AI order quality harder to read.1Report
- AbnerKeppel·10-07 13:3342B vendor financing can blur real demand fast. Once orders are propped up by funding, backlog quality and ROIC both get a lot harder to trust1Report