mega caps are going crazy so they can keep increasing their AI capex
Meta is exploring a stock offering to raise tens of billions of dollars for AI capital expenditures
This follows Google's record $85 billion share deal.
Users expressed approval of reports on Meta selling shares to raise billions for AI infrastructure spending.
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Meta’s stock movement reflects investor reactions to the company’s capital plans. A significant funding round for AI development signals serious investment in the technology space. While market reactions to large capital raises can be mixed, Meta’s commitment to AI infrastructure positions them competitively. Strategic investments of this scale typically involve trade-offs that investors weigh carefully.

@CNBC Meta funding AI with fresh capital after a decade of printing cash is the number to question.

@CNBC Not only Meta, but all of the top 10 companies on the Nasdaq fell yesterday.

https://cnb.cx/4xiVMHN

Via @JonathanVanian in @CNBC

@CNBC Eventually everyone will start asking the same question : How much future revenue do you need to justify today’s spending

@CNBC sad altman face looksmaxing

@scaling01 the timing on this is insane lol
market just gonna keep feeding itself

@scaling01 AI spending is the new arms race among tech giants

@CNBC Great mind, horrible CEO for shareholders.

@CNBC Nice.

@Techmeme 商业的本质是解决真实问题,而不是展示技术能力。

@scaling01 Counting on it.
“Crazy is as Crazy does just don’t attempt to put this baby in a corner”
“I know what padded walls look like from behind bars and there is no way in hell I am entering.”
Why?
“I don’t have enough straight jackets yet.”