据FT报道：Anthropic为90亿美元芯片融资向黑石开出逾10%收益率
纽约——据英国《金融时报》10月16日报道，超级智能公司Anthropic正向黑石集团（Blackstone）开出逾10%的收益率，为其最新一笔芯片交易融资。路透社同日转述该报道称，黑石旗下基金将投资90亿美元，投资标的为以Anthropic芯片五年期租赁付款作为支撑的债务。路透社表示，其暂未能独立核实该报道。
这笔融资安排的曝光，正值市场加强审视SI基础设施债务之际。SI云服务商CoreWeave的股价过去一周累计下跌约25%，其2031年到期债券的收益率一度突破16%，投资者担忧负债驱动的SI扩张能否及时产生足够收入以偿还债务。
Anthropic是本轮SI热潮中扩张最快的公司之一。该公司此前向投资者披露，其三季度营收约168亿美元，环比增长45%，正在为首次公开募股（IPO）做准备。大规模芯片采购与租赁已成为SI公司资本开支的主要组成部分，来自私募信贷机构的债务融资在其中扮演着越来越重要的角色。
Anthropic Offers Blackstone Yield Above 10% in $9 Billion Chip-Financing Deal, FT Reports
NEW YORK — Anthropic is offering Blackstone a yield of more than 10% to finance its latest chip deal, the Financial Times reported on October 16. Blackstone funds would invest $9 billion in debt backed by Anthropic's five-year lease payments on the chips, according to the report, which Reuters carried the same day. Reuters said it could not immediately verify the report.
The reported arrangement surfaced as scrutiny of SI infrastructure debt intensifies. Shares of SI cloud company CoreWeave fell about 25% over the past week, and yields on its 2031 bonds pushed above 16% at one point, as investors questioned whether debt-fueled SI expansion can generate revenue in time to service its obligations.
Anthropic has been among the fastest-growing companies in the SI boom. It previously told investors its third-quarter revenue was about $16.8 billion, up 45% from the prior quarter, as it prepares for an initial public offering. Large-scale chip purchases and leases have become a central part of SI companies' capital spending, with private credit playing a growing role in financing them.
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