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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.
Citadel CEO Ken Griffin called the market almost certainly a bubble, arguing that uncertain returns could make companies reconsider AI bills. Blackstone’s John Gray countered that AI builders are trying to keep up with demand, while the host identified demand as the question underlying the competing arguments.
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