AI HOT (Curated Pool)Jun 10, 2026, 00:54 UTC+8

Apollo and Blackstone Team Up on $35 Billion AI Financing Deal

Apollo 与 Blackstone 联手 350 亿美元 AI 融资交易

Apollo and Blackstone are working on a $35 billion AI financing deal involving Anthropic and Broadcom; the post says Wall Street is creating financing models for expensive AI chips, but it does not disclose the deal structure.

Why it matters: HKR-H/K/R all pass: the $35B size and Apollo/Blackstone plus Anthropic/Broadcom mix are strong. Deal structure, use of funds, and terms are not disclosed, so this stays in the 78–84 band.

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Take

A $35B AI financing deal says less about Anthropic’s model lead than Wall Street turning GPU demand into structured credit. The visible facts are Apollo, Blackstone, Anthropic, Broadcom, and $35B. Bloomberg’s article body is blocked by a 403, so deal structure, collateral, tenor, and pricing are not disclosed.

I don’t buy the clean “AI boom gets funded” framing. Model labs have already pushed capital into training clusters, inference subsidies, and chip prepayments. CoreWeave showed the template: use GPU assets and cloud contracts to raise debt-like financing. Broadcom’s presence makes this look closer to ASIC or networking hardware orders being financed ahead of revenue. The risk is not whether capital shows up. The risk is whether Anthropic’s paid inference can carry long-duration capital costs without turning every token into a margin tax.

Source: AI HOT (Curated Pool) · bloomberg.com
Published: Jun 10, 2026, 00:54 UTC+8 · Jun 10, 2026