The Brutalist Report

Techmeme

• Sources: a Broadcom-backed portion of Apollo and Blackstone's $36B debt deal to buy TPUs for Anthropic to lease may yield ~5.75% vs. 8%-9% for a riskier portion (Bloomberg) [42d]
• The US sanctions Nobitex, Iran's largest crypto exchange, accusing it of helping Iran's government and blacklisted state institutions evade Western sanctions (Gavin Finch/Reuters) [42d]
• Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est. (Samantha Subin/CNBC) [42d]