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The Marked Chart Wire · Business
HotAI Infrastructure
Bank of America, Morgan Stanley, Blackstone, and Citi have announced a $63 billion financial structure to support broadband capacity and AI compute capabilities in partnership with Broadcom.
Part of a series: AI Infrastructure: the latest, in order
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Anthropic IPO
The AI firm's upcoming computing lease obligations jumped to $321 billion by June 30, up from $50 billion at the end of 2025. Its IPO filing indicates a potential requirement for new capital earlier than anticipated, alongside $6.2 billion in convertible notes from Amazon.
HotDeals
Bank of America, Blackstone, Citi, and Morgan Stanley are partnering with Broadcom to build compute capacity for Anthropic in a $63 billion deal.
Broadcom
The chipmaker's sales expansion accelerated from 29 percent to 86 percent during the initial nine months of fiscal 2026.
HotEarnings
The company beat third-quarter estimates and raised its 2027 revenue projection to $40 billion. Executives noted that demand for AI hardware will remain strong through 2028.
Semiconductor Packaging
Applied Materials will raise its share of Besi to roughly 20 percent, expanding their joint work on next-generation semiconductor packaging techniques.
Nucor
Nucor posted third-quarter sales of $11.25 billion, up 32 percent year-over-year, but adjusted EPS of $5.80 missed the $5.92 estimate. Executives anticipate fourth-quarter results to hold steady or rise slightly.
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