Where does Anthropic’s revenue go? Broadcom and Wall Street’s 630-hundred-million-dollar alliance
An independent exercise, not a statement by the video creator or verification of every claim in the video.
An equipment price of 100 is not final profit
These are hypothetical amounts, not transaction figures. Selling equipment for 100 at a cost of 80 produces gross profit of 20. If residual-value support later requires an actual payment of 15, the cumulative cash difference before other costs is 100−80−15=5. With a payment of 0 it is 20; with 30 it is −10. Revenue and the later support payment occur at different times, so this is not a calculation of one quarter’s accounting profit.
Check for yourself
- What triggers support, and is it capped?
- Do equipment delivery and cash collection occur together?
- Has the same revenue been counted across overlapping supply channels?
Limits of application
100, 80, 15, 0, 20, 30 and −10 are hypothetical amounts. Financing costs, taxes, operating costs and discounting are excluded; no actual support formula, cap or loss probability is estimated.
- What to look for
- Trace how AI-service growth connects to equipment financing and the risks retained by suppliers.
- Why it matters
- Assess delivery, collection and support terms without adding financing commitments directly to supplier profit or enterprise value.
Timeline
3 segmentsThe video stresses multiple compute sources and long-term payment burdens, but Google TPU and Broadcom supply roles are connected and should not be treated as wholly separate channels. Broadcom announced residual-value support equivalent to first-lien financing; that does not establish payment of all depreciation or an unconditional guarantee of every loan shortfall. Assess supply margins, collections and the conditions triggering support together.