[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio860f5851":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio860f5851","史上最大芯片租赁交易：Anthropic获360亿美元融资专项购买谷歌(GOOGL)TPU，博通(AVGO)提供信用背书","\u002Fdoc\u002Fdcio860f5851","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">美股投资网获悉，阿波罗全球管理公司与黑石集团正联合为人工智能公司Anthropic PBC筹集约360亿美元的债务融资，以支持其大规模采购谷歌(GOOGL)定制AI芯片——张量处理单元(TPU)，并由Anthropic租赁使用。知情人士透露，博通(AVGO)公司将为这笔交易的大部分付款提供支持，标志着私人信贷市场迄今最大规模的芯片融资交易之一。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">该融资方案将采用特殊目的载体(SPV)结构SPV借入资金并获得股权投资，用于购买TPU芯片，再将芯片租给Anthropic。债务偿还主要依赖租赁付款以及芯片的长期残值。Anthropic计划将芯片部署在纽约、得克萨斯州、路易斯安那州和印第安纳州的工厂。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">由于Anthropic作为初创公司，自身现金流尚不足以支撑如此大规模的债务，交易核心依赖于博通强大的信用状况。博通在交易中提供了“残值支持”协议若Anthropic未能按时支付租金，SPV将出售芯片偿债;若芯片价值不足以覆盖债务，博通将对优先级A1和A2债券持有人补偿100%的差额。这使得A1和A2债券的信用评级与博通的投资级评级看齐，同时博通的自身评级和资产负债表不会直接受交易影响。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">本次债务结构分为约60亿美元的A1债券、250亿美元的A2债券(两者享有优先还款权)以及45亿美元的B债券。融资采用延迟提取形式，资金将根据芯片可用性和租赁进展分期提取。投资者本周已被要求下单，交易预计于下周完成，但细节仍在讨论中，可能有所调整。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">阿波罗、黑石与Anthropic代表拒绝置评，博通与谷歌代表未立即回应。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">消息公布后，博通股价在盘后交易中上涨1.9%，至434.84美元;谷歌母公司Alphabet股价上涨1.2%，至394.81美元。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">值得注意的是，Anthropic周四宣布在另一轮融资中筹集了650亿美元，公司估值达到9650亿美元，首次超越竞争对手OpenAI。随着投资者持续向AI基础设施注入资金，Anthropic正加速基础设施建设，并计划于今年晚些时候推进首次公开募股。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">类似结构此前已用于数据中心建设项目。Meta Platforms曾为其路易斯安那州Hyperion设施提供类似残值保护，使相关“Beignet债券”能够与Meta公司债务同等级别交易。博通债券当前市场收益率约为4%至5%，视到期日而定。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">最专业的美股资讯,推荐美股大数据 \u003C\u002Fspan>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002FStockwe.com\u002F\">\u003Cspan style=\"font-size:large;\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fspan>\u003C\u002Fa>\u003C\u002Fp>\u003Cp>\u003Cspan 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]