Anthropic에 대한 630억 달러 규모의 AI 금융 패키지가 보도되고 있으며, 블랙스톤이 자금 조달을 지원하고 브로드컴의 맞춤형 실리콘 및 AI 판매 계약도 이 구조의 일부로 보도되었다.

Blackstone has taken a central credit role in a new financing structure for Anthropic's artificial-intelligence infrastructure. On October 26, 2026, Blackstone, Bank of America, Citi and Morgan Stanley announced the transaction, which runs through a newly formed special purpose vehicle.

According to the Blackstone press release, the vehicle will purchase Broadcom XPU AI accelerators and networking solutions and lease them to Anthropic. The transaction is part of a previously announced compute-capacity agreement involving Broadcom, with deliveries expected to begin in calendar 2027.

**Blackstone takes the junior credit role**

Bank of America, Citi and Morgan Stanley are arranging the first-lien portion of the financing. Blackstone is the sole provider of the committed portion of the second-lien financing, giving the alternative asset manager a distinct role in a layered capital structure rather than a position as a senior lender.

Broadcom is providing residual-value support to the special purpose vehicle in an amount equivalent to the first-lien portion. That support is intended to protect the senior financing against a decline in the value of the equipment, while Blackstone's second-lien position carries a lower priority in a potential recovery.

For investors, the structure illustrates how Blackstone is extending its credit business into the financing of physical AI infrastructure. The arrangement also exposes the firm to the execution of a large equipment-leasing program and to the credit quality of the underlying lessee. The announcement does not disclose Blackstone's individual dollar commitment, pricing or expected return.

**AI demand expands the credit opportunity**

Blackstone President and Chief Operating Officer Jon Gray said that rapidly growing AI demand is creating an opportunity to finance compute capacity at scale. The company said its assets under management were nearly 1.4 trillion US dollars and span credit, infrastructure, private equity, real estate, life sciences, growth equity, secondaries and hedge funds.

The investment case is broader than a single Anthropic transaction. AI developers require substantial computing capacity, while banks and private-market managers are building financing structures around chips, networking equipment and lease payments. Blackstone can use its credit platform to participate in that capital demand, but the economics will depend on equipment utilization, lease performance and the eventual value of the hardware.

**Blackstone stock trades below prior close**

Blackstone stock traded at 107.10 euros on Lang & Schwarz at 13:46 CET on Friday, November 6, 2026, 1.83 percent below the Xetra close of Thursday, November 5. The move is a market reference and does not by itself show a direct reaction to the financing announcement.

**Blackstone Inc. at a glance**

- Company: Blackstone Inc.

- ISIN: US09260D1072

- Ticker: BX

- Lang & Schwarz quote: 107.10 euros on November 6, 2026, at 13:46 CET

- Change versus Xetra close: 1.83 percent below the November 5 close

- Xetra close: 109.10 euros on November 5, 2026

The broader US market remains the relevant backdrop for Blackstone stock as investors weigh credit conditions, AI infrastructure spending and demand for alternative-asset strategies.