Broadcom’s $60 Billion AI Debt Deal Hides a $370 Billion Question Nobody on Wall Street Wants to Answer

Broadcom’s  Billion AI Debt Deal Hides a 0 Billion Question Nobody on Wall Street Wants to Answer

By Omor Ibne Ehsan
Publication Date: 2026-08-24 13:59:00

On CNBC on August 21, 2026, reporter Kristina Partsinevelos laid out how Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is arranging to finance the next wave of AI chip deployment without putting the debt on its own books.

She said Broadcom is in talks to raise more than $60 billion in debt, potentially reaching close to $70 billion or even $100 billion in total, using a special-purpose vehicle that buys the chips and leases them back to customers like Anthropic.

The more consequential number sits behind the headline financing. “Bank of America estimates that exposure could reach $370 billion by 2029, while calling the likely loss though manageable. It’s not alone. Nvidia is doing a similar thing on a bigger target, more than $500 billion.”

Broadcom shares closed at $368.45 on Friday, down 6.24% for the week, while NVIDIA (NASDAQ:NVDA) closed at $214.72. Both stocks have sold off this week as the market digests the financing structure.

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