[DEVELOPING] Two record-scale AI chip debt packages in market: SpaceX ~$40B talks, $60B Anthropic chip-lease deal
Reports on Oct 6–7, all tracing to the Financial Times, describe two large debt packages. SpaceX is in preliminary talks for about $40B, split into roughly $10B of loans and $30B of investment-grade bonds, to buy Nvidia chips, with Apollo reported as lead. Separately, Bank of America, Citi and Morgan Stanley began syndicating a $60B package that funds Anthropic's leases of Google/Broadcom chips: a $42B Broadcom-backed senior tranche, with an $18B junior tranche to follow. Yahoo Finance reported SpaceX shares closed down 2.5% on Oct 7. Both packages are being watched as a test of debt-market appetite for AI capex. Because the coverage rests on one originating outlet, this item stays DEVELOPING. Next markers: final terms, pricing, and when the junior tranche is marketed relative to Anthropic's IPO.