Jeffrey Gundlach calls Anthropic’s investment-grade bond rating hopes absurd as IPO looms
Anthropic’s push for an investment-grade bond rating faces skepticism from Jeffrey Gundlach, founder of DoubleLine Capital, who called it ‘simply absurd’ on X. The AI lab has secured over $800 billion in compute commitments from suppliers like Amazon, Alphabet’s Google, and Broadcom, which Gundlach argues weighs on its credit like a lease or loan. Broadcom already guarantees $43 billion of…
Key points
- Jeffrey Gundlach calls Anthropic’s investment-grade bond rating ‘simply absurd’ on X
- Anthropic has $800B+ in compute commitments from Amazon, Google, and Broadcom
- Broadcom guarantees $43B of Anthropic’s debt, with $66.5B debt vs. $16.2B cash
Anthropic’s suppliers prioritize the IPO’s cash over a rating, with Broadcom having $66.5 billion in debt against $16.2 billion in cash. Kroll Bond Rating Agency rated Anthropic BB+ in June—one notch below investment-grade. Critics question why SpaceX, with similar metrics, holds an investment-grade rating while Anthropic does not.
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6 episodes →- Jeffrey Gundlach calls Anthropic’s investment-grade bond rating hopes absurd as IPO loomsthis story
“Simply Absurd”: Why Anthropic Can’t Sell Investment-Grade Debt, as the IPO Countdown Continues
finance.yahoo.com · 3 November 2026Loading the full article…
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