/Tech1d ago

Apollo and Blackstone finalize a $35 billion financing package for Anthropic to lease Google TPUs

Broadcom will backstop senior portions of the debt.

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#999

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Zephyr@zephyr_z9#999inTech

Yup It's physically impossible for a new player to deploy 20GW in 2 years

9:35 AM · Jun 5, 2026 · 37.8K Views

Sentiment

Users voiced strong skepticism toward the Broadcom Apollo Blackstone 20GW AI chip financing platform, doubting its two-year timeline and questioning where the necessary power supply would come from.

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3 comments with sentiment.

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Jake Ayes@jake_ayes

@zephyr_z9 I mean genuinely where the fuck is the power supply coming from, that’s too soon

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REPLIES1

VerdeAlcista@verdealcista

@zephyr_z9 So... bullish for $AVGO?

1d198

Zoqhvn@KatieRostetter

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Newtee@Newtlx

@zephyr_z9 Deploying 20GW in two years is beyond reach for new players

The barriers include supply chain limits, permitting processes, and capital requirements that even established firms struggle with

1d221

Fies@Nesquickie89

@zephyr_z9 I, too, dont believe the conglomerate can pull off the 20 GW in 2 years especially since Msft apparently seems reluctant to sign a contract with Avgo for a 40% minimum purchase commitment, even regarding the initial OpenAI deal. By 2030, perhaps, but 2028 is extremely ambitious.

23h122

Alex@adf_energy_twt

@zephyr_z9 it's physically impossible for an established player too

21h77

Fies@Nesquickie89

@verdealcista @zephyr_z9 Could be

23h13

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