A $63 billion financing structure, set up by four Wall Street banks and asset managers through a special-purpose vehicle, will fund Anthropic’s lease of Broadcom XPU chips, giving the chipmaker a funded customer for its forecast. Management expects fiscal 2027 AI semiconductor revenue to roughly double to $115 billion, then reach $230 billion in fiscal 2028, with EPS above $30. However, the CFO said Broadcom “may provide modest residual value guarantees” and management named no cap on future guarantee exposure, while the timing of revenue depends on power and data-center readiness. The stock trades at $345, below its 50-day average of $354.48; the consensus target of $530.14 implies about 53.7% upside, according to the article.
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