A US$63 billion AI infrastructure financing package is advancing for Anthropic, with Blackstone, Bank of America, Citi, and Morgan Stanley committed to funding Broadcom hardware leased to Anthropic.

Blackstone appears as the sole provider of committed second‑lien financing, underscoring a push into AI compute infrastructure as a fee‑driven revenue stream.

Bank of America is participating alongside Blackstone, Citi, and Morgan Stanley in the financing deal for Anthropic’s AI infrastructure.

Alongside the deal, analysis notes complex valuation with access to fair value estimates, risks, dividends, insider trades, and financial condition, inviting readers to review the broader analysis.

Analysts project 2029 revenue of about US$22.1 billion and earnings of around US$11.3 billion, implying potential upside for shareholders as AI financing momentum continues.

The coverage recommends broadening AI infrastructure exposure, noting around 55 related stocks and advising attention to management track records and compensation.

Bearish views highlight liquidity pressures in products like BCRED and potential 2029 revenue/earnings scenarios that could inform a lower target, amid real estate and debt risks.

A key near‑term signal will be how Bank of America communicates AI‑related financing momentum in upcoming earnings calls, alongside ongoing expenses and compliance costs.

Blackstone’s near‑term thesis depends on converting fundraising momentum and AI exposure into realized management and performance fees, with real estate stress and leadership changes as operational risks.

Fair value narratives point to roughly 20% upside for Blackstone, with revised views possible as the AI deal evolves and different scenarios play out.

Deliveries of the AI infrastructure are expected to begin in 2027 under an existing compute capacity agreement between Broadcom and Anthropic.

Blackstone’s Q3 results showed solid earnings momentum, reinforcing its capacity to fund large AI deals, while nine‑month figures illustrate ongoing revenue and net income strength.