A new vehicle will buy Broadcom chips and lease them to Anthropic. Lien sizes, pricing and how the deal relates to the Broadcom leases in Anthropic's S-1 are undisclosed.
The public S-1 confirms the reported $80.7bn first-half loss and puts the operating loss at $693m. The first-half figures are unaudited, and the price range and share count are blank.
Most of the loss in a draft prospectus seen by the WSJ and Reuters is reported as a non-cash charge. Neocloud filings show why strong AI demand does not settle the debt question.