The global artificial intelligence infrastructure is experiencing an unprecedented surge in capital. According to insiders, asset management giant Apollo Global Management and Blackstone are jointly launching a debt financing deal worth about 36 billion US dollars. This move aims to attract more investors to provide funding support for building AI infrastructure for the top AI unicorn Anthropic.

As one of the largest private credit transactions in history, this huge financing will adopt a unique "rent-to-buy" model. The debt funds will be specifically used to purchase customized AI chips developed by Google, TPU, and after the chips are delivered, Anthropic will rent them to obtain critical computing power support.

Notably, Broadcom, a company that plays a central role in the chip supply chain, has provided strong credit guarantees for the largest part of this transaction. The entire transaction cleverly utilizes Broadcom's creditworthiness, aiming to open up an extremely stable computing power access channel for Anthropic, which has just surpassed its competitor OpenAI in valuation.

Stimulated by this major positive news, the stock prices of relevant technology giants rose in after-hours trading. In particular, Broadcom's stock surged 1.9% and reached a post-market high of 434.84 US dollars; Alphabet, the parent company of Google, also rose 1.2%, reaching 394.81 US dollars at one point.

Industry analysts pointed out that this epic transaction spanning Wall Street capital, chip giants, and AI newcomers not only set a new record for the highest chip financing debt transaction globally but also marked the beginning of a new phase in the competition for large model military equipment, focusing on the comparison of underlying computing power resources and capital integration capabilities.