16h agoAlphabet plans to raise $80 billion through equity issuance to fund AI infrastructure capex, WSJ reportsAnalysts warn hyperscalers face unsustainable hardware investment cycles.SentimentSentimentPos75%Neg25%Positive users are bullish on Alphabet's $80B equity raise for AI capex because it treats spending like serious infrastructure investment and boosts compute exposure, while negative users see it as the start of a bubble enabled by dilution.33 comments with sentiment. View comments.