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Anthropic is financing compute through third-party vehicles with Broadcom, including a $35 billion arrangement established in June and a newly signed $63 billion vehicle, both structured with Apollo and Blackstone for TPU purchases.
Private-equity-owned insurers are another exposure point: Apollo merged with Athene in 2022, pairing an investment firm with an insurer that mainly sells life insurance and annuities. The host said these firms could be impaired by defaults, while the Wall Street Journal reported AI generated $138 billion in gains across 13 public pension funds since 2022.
Former Apollo partner Sachin Kajuria argues private equity creates value by tackling complicated or neglected businesses that others avoid. He says the industry manages $12 trillion today and could exceed $20 trillion in the 2030s, before adding leverage to its purchasing power.
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