Michael Burry Highlights Hidden Financial Risks in Broadcom-Anthropic Deal, Refuses to Buy A Company Stock

Michael Burry's analysis indicates that the $161 billion hardware deal between Broadcom and Anthropic carries significant hidden risks, as part of the financial risk is transferred to insurance companies. Broadcom has additionally provided Anthropic with a $42 billion loan, on top of its existing commitments. Burry reiterated his intention not to purchase Anthropic's stock when it goes public next week, believing that the market should decline significantly to prevent the IPOs of OpenAI and Anthropic. He also stated that Anthropic's IPO prospectus reveals systemic risks within the entire AI boom, suggesting that A Company has a cyclical and interconnected financing structure, with supercomputing giants simultaneously acting as lenders, suppliers, distributors, and shareholders for Anthropic. Furthermore, Anthropic's quarterly revenue growth rate has dropped from approximately 144% in the previous quarter to about 46%, while computing costs have surged by around 78%.

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