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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
In a move highlighting the growing role of private credit in financing the AI boom, Apollo and Blackstone have closed a $35 billion financing deal for Anthropic. According to reports, this massive credit facility is dedicated to expanding the startup's data center capacity. The funding aims directly at increasing compute infrastructure, which serves as a primary driver for high-end hardware component demand.
This deal comes as semiconductor firms face record demand, with NVIDIA (NVDA) priced at $207.41 and Micron (MU) at $1,020.76 per market data (close June 16, 2026). In comparison, peers like AMD are trading at $507.29 and TSM at $425.83, reflecting investor optimism regarding the massive capital expenditure on data centers fueled by such large-scale private credit arrangements.
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Sign InInvestors should watch APO levels, which stood at $136.11 (close June 15, 2026), and BX at $127.87 (close June 16, 2026) to gauge the impact of private credit yields on asset manager earnings. Looking ahead, recent U.S. inflation data and interest rate decisions in the economic calendar may influence the long-term financing costs for these major technology infrastructure plays.