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NVIDIA announces $500 billion vendor financing platform with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR
This would be the largest vendor-financing platform of all time. It allows buyers to access large amounts of finance at subsidized rates.
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Alphabet issues another $25 billion in bonds towards its $200 billion 2026 capex
This deal helps Alphabet secure more capital for its positioning in the AI capacity buildout race. The deal saw $115 billion in…
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BlackRock retail private credit vehicle sells $500 million in exposure to Pantheon
This transaction could stem reputational risk for BlackRock from redemption gating press related to this retail vehicle.
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Blackstone shopping $36 billion deal to finance chips for Anthropic
The deal allows Anthropic to secure AI capacity without needing to borrow on their balance sheet. Blackstone’s underwriting capacity allows them to…
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AT&T raises €4.7 billion in euros and sterling – tapping European low spreads and high credit capacity
AT&T’s €4.1 billion + £550 million deal is an example of the arbitrage currently available to many US issuers – to issue…
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AI bond demand signal – $12.5 billion deal from Meta and BlackRock sees lower demand
Meta and BlackRock priced a $12.5 billion bond deal – to build a large data center in Texas. Lower demand than for…
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Two new structures for getting retail money into private credit – Blackstone, Vanguard, and Wellington team up
Three structural innovations – i) funds jointly branded by three top-tier managers, ii) a fund that mixes liquid public securities with illiquid…
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Hundreds of billions of dollars of AI-infrastructure debt might need re-analysis after surprise release of open-weights (free-to-use) model Kimi K3
This top-tier model being made freely available to use changes the “stories” we use about how the future will unfold for AI…
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Aircraft financing market continues to grow as AIP and Monroe launch a securitization program with a $643 million deal
The deal likely allows AIP and Monroe to book larger profits, free up their own capital to grow scale, and by proving…
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Investment banks raise over $30 billion last week – as deregulation gives us bigger banks
Banks lock in over $30 billion in bond sales this week – as deregulation drives growing balance sheets.
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