Bank of America, Blackstone, Citi, Morgan Stanley가 AI 거래를 위해 630억 달러 규모의 금융을 주선한 것으로 전해졌다. 출처는 세부 사항을 거의 공개하지 않았다.

Bank of America (NYSE: BAC), Blackstone (NYSE: BX), Citi (NYSE: C) and Morgan Stanley (NYSE: MS) have announced a $63 billion financing transaction to support the deployment of artificial intelligence computing capacity for Anthropic, using technology supplied by Broadcom (NASDAQ: AVGO). The agreement forms part of Broadcom's previously announced strategic compute capacity arrangement, with deliveries scheduled to begin in calendar 2027.

The financing will be executed through a newly established special purpose vehicle (SPV), backed by commitments from the four financial institutions. The SPV will acquire Broadcom's XPU AI accelerators and networking equipment and lease that equipment to Anthropic. The structure separates ownership and financing of the computing hardware from its use by the AI developer, so institutional capital funds the purchase of specialized AI processors and networking equipment without Anthropic having to buy the infrastructure directly. The arrangement is intended to enable deployment at a scale that would otherwise require substantial direct capital expenditure by the AI company.

The partners have agreed on distinct roles. Bank of America, Citi and Morgan Stanley will arrange the senior secured, or first-lien, portion of the financing. Blackstone is the sole provider of the committed second-lien financing, which ranks behind the first-lien debt in the repayment structure. Broadcom is the technology supplier and will provide residual value support to the SPV equivalent to the first-lien portion of the financing. This commitment is significant because the financing is backed by specialized computing equipment whose value depends partly on its future commercial usefulness. It also gives Broadcom a role beyond semiconductor supply. The companies did not disclose how the $63 billion is allocated among the individual lenders.

Broadcom President and CEO Hock Tan said the agreement demonstrates the availability of institutional capital to finance rising demand for AI computing infrastructure. Blackstone President and Chief Operating Officer Jon Gray said expanding AI demand is creating significant opportunities to finance computing capacity. Morgan Stanley Co-President Dan Simkowitz described the transaction as a step toward financing the next phase of AI infrastructure development through scalable capital structures. Citi Head of Banking and Executive Vice Chair Vis Raghavan emphasized the need for financing arrangements capable of supporting unusually large capital requirements. Bank of America Co-President Jim DeMare said the transaction combines Broadcom's technology with institutional financing to support the deployment of computing infrastructure.

Unlike conventional corporate borrowing, the transaction uses an SPV to acquire and hold computing assets that generate lease payments from their deployment. The arrangement allows participants to allocate financing obligations, equipment ownership and residual value exposure through separate contractual commitments. It also reflects the growing scale of capital required for advanced AI systems, including specialized accelerators and the high-speed networking equipment that connects them.

Several legal and financial advisers are involved. Kirkland & Ellis is advising Blackstone, and Latham & Watkins represents Bank of America, Citi and Morgan Stanley. Sullivan & Cromwell is serving as Broadcom's legal counsel, and Evercore is acting as its financial adviser. The companies have not disclosed the financing's maturity, interest rates or detailed lease terms. The first Broadcom equipment deliveries supporting Anthropic are expected in 2027.