How the AI boom is revolutionizing US stock markets, as hyperscalers cut buybacks and boost capex, including Alphabet's planned ~$85B in equity offerings for AI (Robert Armstrong/Financial Times)

Techmeme ·

Hyperscalers are shifting capital strategy toward AI infrastructure, including Alphabet’s planned $85B equity raise for AI spending.

Categories: Money & Moves

Excerpt

<a href="https://www.ft.com/content/b31f1e09-5aae-4cad-af15-97adb15dba70"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260613/i14.jpg" vspace="4" /></a> <p><a href="https://www.techmeme.com/260613/p14#a260613p14" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Robert Armstrong / <a href="https://www.ft.com/">Financial Times</a>:<br /> <span style="font-size: 1.3em;"><b><a href="https://www.ft.com/content/b31f1e09-5aae-4cad-af15-97adb15dba70">How the AI boom is revolutionizing US stock markets, as hyperscalers cut buybacks and boost capex, including Alphabet's planned ~$85B in equity offerings for AI</a></b></span>&nbsp; &mdash;&nbsp; Big Tech no longer prints money; it needs it.&nbsp; What will that mean when confidence dips?&nbsp; Artificial intelligence will change &hellip; </p>

Read at source: https://www.techmeme.com/260613/p14#a260613p14