/AI6h ago

Alphabet plans an $80 billion equity issuance to fund AI capital expenditures, highlighting the scale of hyperscaler infrastructure demands

Investor Sarah Guo says low capital costs favor Alphabet in AGI.

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Zephyr#1497

τop τick crypτo 📁 🤖🧠@toptickcrypto

“The memory trade can’t keep going because the hyperscalers can’t spend more than 100% of cash flow”

5:11 PM · Jun 1, 2026 · 143K Views

/AI6h ago

Alphabet plans an $80 billion equity issuance to fund AI capital expenditures, highlighting the scale of hyperscaler infrastructure demands

Investor Sarah Guo says low capital costs favor Alphabet in AGI.

--0--

Quote posts

#219

Reposts

#1497

Original post

Zephyr#1497

τop τick crypτo 📁 🤖🧠@toptickcrypto

“The memory trade can’t keep going because the hyperscalers can’t spend more than 100% of cash flow”

5:11 PM · Jun 1, 2026 · 143K Views

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Positive users praise Alphabet's $80B equity raise for AI capex as a grand-scale move creating winners in compute layers while negative users criticize it as draining all funding sources and treating spending like a blank check.

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30.0%

Neg

70.0%

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sarah guo@saranormous

if AGI is primarily a scale race, pretty clear who holds the cards (and the lowest cost of capital)

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