Inside Anthropic's $63B Chip Debt

D.A. Davidson's Head of Tech Research Gil Luria and The Information’s Dakin Campbell break down the risky new debt vehicles Broadcom and SpaceX are using to finance over $100 billion in AI chips. They explain why these Enron-style structures signal a dangerous, highly speculative new phase in the AI infrastructure boom. Subscribe: https://www.theinformation.com/subscribe The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikT