Google이 비밀 SPV를 통해 350억 달러 Anthropic TPU 딜 자금 조달 — 책임은 누구에게?
Google이 Morgan Stanley와 Broadcom을 통해 Anthropic용 350억 달러 규모 TPU 칩 자금을 조달하며, 미래 부채 2,000억 달러를 자사 대차대조표에서 분리했다.
google financed $35b of tpu chips for anthropic via morgan stanley and broadcom, shifting $200b in future liability off its books. the arrangement uses a special-purpose vehicle to buy roughly one million tpus, with broadcom providing a $30b backstop against anthropic default. google is also securing power from crypto miners like terawulf to support 2.4 gigawatts of new capacity. this strategy helps google challenge nvidia without stressing its balance sheet, though it retains up to $44b in obligations if leases fail.