Bloomberg Intelligence Ackman Pitches $65 Billion UMG Deal to Move Listing to US
Apr 7, 2026
Matthew Bloxham, senior media and tech analyst focused on music industry strategy. Mandeep Singh, head of global tech research covering AI and infrastructure. Sam Fazeli, senior pharmaceuticals analyst tracking biotech deals and obesity drugs. They debate Ackman’s $65B UMG relisting plan and shareholder playbook. They unpack Anthropic’s Broadcom/Google compute ties and AI winners. They review Gilead’s Tubulis buy and shifting weight‑loss drug pricing.
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Anthropic's Rapid Revenue Surge Drives Huge Compute Deals
- Anthropic secured multi-year compute deals with Broadcom and Google to access ~3.5 GW starting in 2027 due to rapid enterprise demand.
- Mandeep Singh says Anthropic's coding-agent push tripled its revenue run-rate in weeks and created acute compute needs.
Coding Agents Created Sticky Enterprise Revenue
- Anthropic focused on coding agents as a distinct enterprise use case, capturing large paying customers quickly.
- Singh notes thousands of enterprise customers and million-dollar-plus contracts signed in a matter of weeks for that product category.
Compute Deals Lift Chip And Cloud Suppliers
- Companies in Anthropic's ecosystem like Broadcom and Google stand to gain from its compute commitments.
- Singh suggests chip and cloud vendors tied to Anthropic will see revenue tailwinds while some Nvidia-linked names may face headwinds.