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The Marked Chart Wire · Business
HotAI Financing
The Super Micro-backed firm is negotiating private credit to fund chip purchases. It has locked in more than $12B in future sales and signed a $2.5B development pact earlier this year.
Part of a series: AI financing costs rise as deals face scrutiny
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HotAI Financing
Hock Tan stepped in to finalize a $63 billion financing package for Anthropic after lenders threatened to pull out. Broadcom agreed to higher rates and guarantees, with Bank of America, Citigroup, and Morgan Stanley leading the bank group.
SpaceX
Space Exploration Technologies struck a deal for $40 billion in graphics processing units and related hardware, leased from an entity managed by Apollo Global Management.
Deals
The US Air Force selected Lockheed Martin for a $694 million deal to build new air-launched hypersonic missiles.
HotDeals
Rising AI-related expenses are prompting Hewlett Packard and Asus to relocate some personal computer assembly operations to China. Dell is reportedly weighing a similar move, according to sources.
Deals
Solidigm is negotiating with the US Commerce Department over a proposed $45 billion NAND flash memory facility, potentially expanding to $100 billion. The project relies on approval to upgrade its Dalian plant, with New York among locations under consideration for a 2027 start.
Rivian
A Rivian van displaying Walmart+ logos was photographed in Indiana, sparking rumors of a delivery deal. Both firms have not verified any contract or pilot program.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.