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

Quick Read

• AVGO’s SPV structure hides a $370B guaranteed exposure by 2029, with NVDA running an even larger parallel structure topping $500B.

• Correlated risk across the industry means one AI demand shock triggers all guarantees simultaneously, making Bank of America’s “manageable” label dangerously misleading.

• Don’t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

On CNBC on August 21, 2026, reporter Kristina Partsinevelos laid out how Broadcom (NASDAQ:AVGO) 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…