Old Ba is betting on AI infrastructure this time: Berkshire Hathaway is only putting in 10B out of 80B, with the rest coming from ATM and equity dilution—Google shareholders should work out whether this deal is truly worth it.

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MarsBitNews
"New Stock God" Serenity: Google's $80 Billion Funding May Benefit Upstream Ecosystem Companies Like Micron and TSMC
New stock god Serenity states that Alphabet needs to raise approximately $80 billion in AI capital expenditure financing, with Berkshire Hathaway participating in support.
The financing includes $40 billion ATM, $30 billion in stocks and related securities, and Berkshire Hathaway's $10 billion investment.
Serenity believes that expanding AI investment could benefit upstream ecosystems such as Lumentum, Broadcom, MediaTek, TSMC, and Micron, but for Google shareholders, unless fully supported by free cash flow, the short-term impact may not be optimistic.
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