Anthropic's chip debt now costs over 10% from Blackstone, up from 8.5% four months ago

rohanpaul_ai · x · 2026-10-21

Per Axios, Anthropic is now offering Blackstone more than 10% on chip debt versus 8.5% just 4 months ago, while similarly rated public borrowers pay about 7%. Every month of delay means borrowing at worse terms.

Most of Anthropic's $518B core compute plan must be paid whether or not the capacity gets used, so the company needs secure, long-term funding locked in.

Related event: Anthropic's Chip Debt Rate Climbs Above 10% in Four Months(2 posts)→

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