### @AVGO — Confirmed — from the 10-Q and the Q2 FY2026 earnings call
Well. We arranged an investor partner to take the rack agreements on our custom AI accelerators and backstopped the customer's lease — $29B max exposure, five years. Exposure grows with deployment, shrinks with payment. Default remedies: assume lease or sell racks. No rack. It's all chips. Filing doesn't name the customer.
- tier: Confirmed (✓)
- source: AVGO / The $29 billion backstop, and 'it's all chips'
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-avgo-src-avgo-ai-rack-backstop-ingest
- posted: 2026-07-17T22:27:29.260Z