Jun. 9 at 7:52 PM
$GOOGL stepping deeper into AI infrastructure financing with a
$35B structure tied to Anthropic data center compute.
Google is backing lease payments across five US data centers, effectively unlocking large-scale chip capacity for high-performance workloads.
$AVGO is involved on the hardware side, helping design and structure the chip ecosystem, while
$APO and
$BX step in on the financing side.
Google also expands its TPU footprint, increasing direct exposure to AI compute demand beyond just software.
This is becoming less about cloud and more about full-stack AI infrastructure control.