🚨 AI JUST PUT $160.5 BILLION ON THE CAPITAL STACK.
Two transactions tell you exactly where the AI economy is going.
💰 A $63 billion SPV financing backed by Bank of America, Citi, Morgan Stanley and Blackstone will finance Broadcom compute infrastructure for Anthropic. Meta simultaneously expanded its AI related capital plan to $97.5 billion.
âš¡ This is no longer a software story. AI is becoming structured finance, equipment finance, infrastructure finance, power finance and real estate finance.
🔥 Then EQT announced its acquisition of Range Resources, creating a natural gas company with a pro forma enterprise value above $50 billion. Data…
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