US Stocks AI Daily on Oct 27, 2026: Broadcom Lines Up Four Partners for a $63.0B Leasing Vehicle

The AI supply chain produced six items on October 26, spread across four of the six layers. Broadcom (Ticker: AVGO) brought in three banks and Blackstone (Ticker: BX) to create a new special purpose vehicle that buys Broadcom XPU accelerators and networking products and leases them to Anthropic, a $63.0B structure. The same day Meta (Ticker: META) launched a $35.0B equity raise and Anthropic filed its S-1. Counted deal value this issue is $98.0B, while the annual capex left out of that figure is $142.5B.

 

 

Funding | Under review | Anthropic S-1 (SEC EDGAR) 2026/10/26

Anthropic reported first half revenue of $16,286M and compute and infrastructure expense of $8,945M, running a multi-chip architecture across AWS Trainium, Google TPUs and silicon from Nvidia (Ticker: NVDA) and AMD (Ticker: AMD), with share count and price range still undetermined.

 

Funding | Under review | Meta release (PR Newswire) 2026/10/26

Meta is selling $12.5B of depositary shares representing mandatory convertible preferred stock alongside $22.5B of Class A common stock under forward sale agreements, Nvidia, AMD and Broadcom indicated non-binding interest of up to $5.0B, and a planned ATM of up to $60.0B has no agreement yet.

 

Launch | Completed | TechNode 2026/10/26

Amap and Alibaba Token Hub at Alibaba (Ticker: BABA) introduced Lambda Zero, trained on the 500-hour HumanVerse dataset, reporting a 62.5% success rate on real-world locomotion and manipulation tasks and releasing the data-collection hardware configuration and samples.

 

Funding | Completed | Joint release from Broadcom and four lead partners (PR Newswire) 2026/10/26

Bank of America (Ticker: BAC), Citi (Ticker: C) and Morgan Stanley (Ticker: MS) are arranging the first lien, Blackstone is the sole provider of the committed second lien, and Broadcom gives the vehicle residual value support equal to the first lien amount, with deliveries expected to start in 2027.

 

Launch | Completed | Amkor release (Business Wire) 2026/10/26

Amkor (Ticker: AMKR) posted third quarter net sales of $1,991M with gross margin rising from 16.8% in the prior quarter to 18.3%, computing at 26% of net sales, fourth quarter guidance of $1.9B to $2.0B and full year capex updated to about $2.5B.

 

Launch | Completed | Vertiv release (PR Newswire) 2026/10/26

Vertiv (Ticker: VRT) packages rack infrastructure, power conversion and distribution, direct-to-chip liquid cooling and monitoring into one factory-validated design supporting Nvidia GB300 NVL72 and Vera Rubin NVL72, available globally now.

 

None of the three priced deals today spent the buyer's own cash: Broadcom's $63.0B runs through a vehicle funded by banks and Blackstone, Meta's $35.0B runs through the equity market, and Anthropic is still at the filing stage. Counted deal value this issue is $98.0B with another $142.5B excluded, that excluded side being annual capex at Meta and Amkor, 45% larger than every deal added together. Broadcom's vehicle does not deliver until 2027 and Meta's $35.0B is not priced yet. Layer 4 Memory and Layer 6 Power are both at zero this issue, not because the industry stood still but because neither layer produced a company disclosure we could date to an original source that day.

 

How to use this next time: when a large financing lands, ask who provides the money and where the risk ends up. Here the chip seller arranged the buyer's financing and took on the residual value, which turns customer credit risk into its own asset risk. Separating the funder from the risk holder lets you tell genuine demand strength apart from a change in where the funding sits.

 

Disclaimer: This article was prepared by the MEXC US equities spot team (MEXC RealStocks) for market information and educational reference only. It is not investment advice and contains no buy or sell opinion. All stocks and companies mentioned are publicly discussed names and do not represent a recommendation or view of MEXC. Investing involves risk, so please exercise your own judgement.