The Kobeissi Letter(@KobeissiLetter):BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT. Details include: 1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO 2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors 3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout 4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045 Debt markets are increasingly in the spotlight as AI funding becomes less abundant.

2026.10.30 18:00

BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT. Details include: 1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO 2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors 3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout 4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045 Debt markets are increasingly in the spotlight as AI funding becomes less abundant.

295

10.8K

1.6K

Forward to community

Most Popular Users