Alphabet announces $80B equity capital raise to expand AI infra and compute
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Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#2We will soon see "improved" 'AI Mode' most likely.
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#3Interesting how the market has reacted to this news (down 1.7% after hours)
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#4How is Alphabet suddenly short of capital?
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#5Interesting how the market has reacted to this news (down 1.7% after hours)
Well, I mean, you'd expect this move to mechanically push share prices down.
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#6Quoting:
In addition, Alphabet has reached an agreement to sell $10 billion of stock to Berkshire Hathaway Inc. in a private placement, comprised of $5 billion in Class A Common Stock at a price of $351.81 per share and $5 billion in Class C Capital Stock at a price of $348.20 per share.
This investment by Berkshire Hathaway adds to the position it has built since Q3 2025.
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#7Interesting timing with the Spacex/Anthropic/OpenAI ipos coming up
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#8How is Alphabet suddenly short of capital?
Are we watching the same AI capex spending choices over the last 1-2 years?
Every company from megacorps to small fish are spending well in excess of profits on these capex expansions. No ROI timelines yet established....
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#9How is Alphabet suddenly short of capital?
You don’t raise money because you’re short on capital. You raise when you’re in a position of power and capital is cheap.
Re: Alphabet announces $80B equity capital raise to expand AI infra and compute
#10How is Alphabet suddenly short of capital?
These companies have pivoted from being cash generation machines to being data center building companies. It’s a huge bet that might pay off but the market is starting to notice that where there used to be revenue generation there is now infrastructure spend.