Thursday, October 1, 2026

Anthropic Can't Go Public Soon Enough -- Anthropic Needed Cash To Finance Its AI Infrastructure Buildout -- Came From .... Wait For It .... AVGO -- October 1, 2026

Locator: 51851AVGO. 
Locator: 51851ANTHROPIC. 

Link here. 

The headline is there: circular financing. This should get a lot of discussion CNBC tomorrow. LOL. 

Two things: 

  • read the social comments; and, then, remember,
  • market cap, AVGO, $1.64 trillion; and likely market cap of Anthropic, $2 trillion.

AVGO:

  • cash on hand: $20 billion;
  • operating cash flow (trailing): $87 billion

I'm sure they will structure deal so as not to have to "spend" the full $42 billion in one year. 

$42 billion / $3 trillion = 1.4%.

I often make simple arithmetic errors. But I think that's correct.