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Anthropic has about $132 billion in cash and about $895 billion in compute commitments. Blackstone has told investors it expects a junk-grade credit rating for Anthropic after its planned November IPO, which could make borrowing more expensive. Moody’s, S&P and Fitch haven’t rated the company yet. Can Anthropic afford its compute bill? Watch the full episode of In The Loop on YouTube. #anthropic #ai #openai #compute
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Marvell will acquire Lumentum in a deal valued at $115 billion. 💵 The transaction would be the largest merger between two publicly traded companies on record. Lumentum shareholders will get 4.5 shares of Marvell stock for every Lumentum share they own. The agreement generates an enterprise value of approximately $115 billion, or $1,132 per share, a 23.9% premium over Lumentum's Oct. 28 closing share price. #marvell #lumentum #ai
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