NuAxiSemiconductor trade intelligence
Anthropic offers Blackstone more than 10% return in US$60 billion AI chip financing deal
What happened
Anthropic proposes offering Blackstone more than 10% total return to finance a US$60 billion artificial intelligence (AI) chip procurement package, as higher infrastructure financing costs make expanding computing capacity more expensive. The proposed arrangement, reportedly code-named Project North Star, would fund purchases of Google tensor processing units (TPUs) with a combined capacity of approximately 1.5 GW.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Google tensor processing units (TPUs)
AI chipfinancingTPUProject North Star
Source and time
Source: DigiTimes Asia · 10/19/2026 · View original source
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