Broadcom (AVGO.O) is negotiating with lenders to raise more than $60bn of debt to finance an AI‑chip transaction that would benefit Anthropic and other AI firms, people familiar with the matter said. The package, still being finalised, could include a roughly $30bn subordinated tranche; under the proposal Broadcom would guarantee part of the secured debt—potentially $60–70bn—with the total programme possibly reaching about $100bn. The agreement would accelerate AI infrastructure financing as Bro

2026-08-21

Broadcom (AVGO.O) is negotiating with lenders to raise more than $60bn of debt to finance an AI‑chip transaction that would benefit Anthropic and other AI firms, people familiar with the matter said. The package, still being finalised, could include a roughly $30bn subordinated tranche; under the proposal Broadcom would guarantee part of the secured debt—potentially $60–70bn—with the total programme possibly reaching about $100bn. The agreement would accelerate AI infrastructure financing as Broadcom seeks to expand chip and data‑centre equipment sales to challenge NVIDIA.

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2026-08-21

【機構:阿里AI實驗室和應用虧損本季度或見頂】大和證券分析師John Choi在一份研究報告中指出,阿里巴巴集團可能受益於其人工智能雲業務。該分析師表示,其AI實驗室和應用的虧損以及所有其他部門的虧損將在本季度達到峯值。大和證券估計,由於模型訓練效率提高、推理效率改善和營銷強度降低,AI實驗室和應用的虧損將環比收窄。大和證券維持買入評級,並將阿里巴巴ADR目標價從180美元上調至185美元。

2026-08-21

China's Ministry of Finance said Jan–Jul national general public budget revenue totaled 14.37 tln yuan, up 5.8% YoY, 1.1 percentage points higher than in H1. National general public budget expenditure was 16.29 tln yuan, up 1.3% YoY; spending was sustained at necessary intensity with priority areas protected.