✉news BusinessFinance first seen 2 h ago, last 2 h ago, peak #29
Investor backs Broadcom despite Anthropic circular financing concerns
Original: Here’s Why I’m Buying Broadcom Even As Concerns About Circular Financing With Anthropic Mount
A commentary argues for buying Broadcom shares even as worries grow that the chipmaker's massive AI chip deal with Anthropic may involve circular financing, with Broadcom investing in or lending to the very customer buying its chips. Critics say such arrangements can inflate AI-related revenue, while supporters point to Broadcom's growing custom AI chip pipeline and expanding role supplying hyperscalers and AI labs.
Why now: Debate is intensifying over whether big AI chip deals involving vendor financing reflect genuine demand or inflated revenue.
Evidence
- Here’s Why I’m Buying Broadcom Even As Concerns About Circular Financing With Anthropic Mount · Yahoo Finance
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