Net Interest · 13 November 2026

A Banker’s Guide to Anthropic

Marc Rubinstein

Anthropic's pending IPO opens access to the $13 trillion investment-grade bond market, with bankers pushing for BBB- credit ratings to fund $1 trillion in hardware commitments and reduce reliance on supplier financing arrangements like Broadcom's $70 billion commitment.

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Topics: AI Infrastructure · Banking & Capital Markets

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