Broadcom partners with Apollo and Blackstone to launch a $35 billion（約5.6兆円） AI infrastructure platform, positioning the chipmaker to capture demand from AI-focused companies.

What happened: Broadcom Inc., Apollo Global Management, and Blackstone's credit and insurance business announced on June 9 a joint AI infrastructure platform backed by $35 billion（約5.6兆円） in initial financing. The platform will deploy Broadcom's chips and networking solutions to support companies building AI systems.

Why it matters: The $35 billion（約5.6兆円） tranche is designed to support more than 1 gigawatt of compute infrastructure expansion, with the broader platform targeting more than 20 gigawatts of compute capacity by 2028. This signals that large private-equity firms see AI infrastructure buildout as a core investment opportunity, and Broadcom's hardware is central to that vision.

What to watch: The platform aims to lower the cost and power requirements of AI model training and inference—two of the largest pain points for AI companies. The framework will also support future deployments of XPU-based compute capacity and networking infrastructure, suggesting Broadcom stands to benefit from multiple waves of AI buildout through 2028.