Chips as Collateral! AI Debt Market Seen Reaching $1 Trillion as Broadcom, Nvidia Step In to Backstop — BigGo Finance

Chips as Collateral! AI Debt Market Seen Reaching  Trillion as Broadcom, Nvidia Step In to Backstop — BigGo Finance

By BigGo Finance
Publication Date: 2026-10-23 16:35:00

Structured financing secured by artificial intelligence (AI) chips is rapidly becoming the core funding engine for global AI infrastructure expansion. The model pioneered by Blackstone in 2023, when it arranged a $2.3 billion private credit facility for CoreWeave, has now drawn chip giants including Broadcom and Nvidia to step in directly with credit guarantees. The market is seen surpassing $1 trillion, emerging as an entirely new asset class.

The latest focus of this financing boom: Broadcom is in talks with Wall Street institutions to arrange $60 billion in chip financing for Anthropic, while SpaceX is reportedly seeking to raise $40 billion for Nvidia chips. Nvidia itself has announced a cooperation framework totaling $500 billion with six major lenders to help customers purchase its graphics processing units (GPUs). JPMorgan analysts estimate that total chip spending through 2030 could exceed $3 trillion, most of which will rely on debt financing.

From ‘What Is a GPU?’ to a…