10AM Hour: Broadcom’s Deal to Finance Anthropic’s Chips, Sofi CEO on Earnings, ‘Disruptive’ Launches New $10B Tech Fund 10/27/26
Squawk on the Street
- Published
- October 27, 2026
- Duration
- 42:55
- Summary source
- description
- Last updated
- Oct 27, 2026
Discusses anthropic, investing.
Summary
A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Blackstone and major banks, along with new financial details from Anthropic’s S-1 filing. Plus, SoFi CEO Anthony Noto discusses record loan or…
Intelligent Report
Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →
Show notes
A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Blackstone and major banks, along with new financial details from Anthropic’s S-1 filing. Plus, SoFi CEO Anthony Noto discusses record loan originations as shares surge following strong earnings. And Disruptive CEO Alex Davis unveils a new $10 billion fund targeting the next generatio
Themes
- anthropic
- investing