🤖 AI JUST REDISCOVERED VENDOR FINANCE.

💰 Broadcom can provide Anthropic with up to $42B of financing around a $125.2B compute commitment. That is the real underwriting question now: when the supplier can also become the lender, how much of the customer demand is truly independent?⚡ Japan is attacking the problem differently. JERA, Dell, and RHAELM are planning a $15B, 400 MW AI campus beside existing generation, with Apollo expected to participate in financing, while Amazon just locked 690 MW of nuclear power for 20 years at Calvert Cliffs.📈 The capital market is still brutal. The 10 year Treasury touched 5.34% Thursday before reversing toward 5.23%, while 30 year mortgages reached 7.28%.⛏️ Strategic capital is also moving upstream. Lynas agreed to buy Meteoric Resources for roughly US$672M and will provide up to A$110M of interim financing to keep its Brazilian rare earth project moving before the acquisition even closes.💡 Today’s sales idea: build a Circular Capital Map. Map who sells to the customer, who finances the purchase, who owns equity, who guarantees repayment, and who ultimately receives the revenue.A signed contract is valuable.A signed contract financed by the same ecosystem earning the revenue requires another layer of diligence.🎧 Listen to today’s GRO Money News and share it with someone financing AI infrastructure, power, private credit, strategic minerals, or real estate. The next credit problem may not be lack of demand; it may be discovering that five supposedly separate exposures were financed by the same wallet.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369