A batch of AI and tech deals is circulating: Blackstone and Apollo are reportedly in chip-financing talks, Broadcom is seeking over $60 billion in an AI debt deal, Nvidia is in talks with Rebellions and agreed to pay $6 billion to Poolside AI, and Anthropic is adding Citigroup as an IPO underwriter.
The scale of capital being raised and deployed across AI chips, models, and infrastructure signals that large institutions are expanding their financial exposure to the AI buildout. For Blackstone (BX), involvement in chip financing would represent a new private-credit opportunity tied directly to AI hardware demand.