Việc Alphabet huy động 800 tỷ USD cho AI có thể mang lại lợi ích cho các nhà cung cấp đầu nguồn như Lumentum, TSMC

The Huoxing Finance report states that on June 2, "New Stock God" Serenity posted that it did not anticipate Alphabet, Google's parent company, would need to raise $80 billion in capital expenditure financing for AI, with Berkshire Hathaway participating to support the AI infrastructure of ultra-large-scale cloud service providers. This financing includes a $40 billion ATM issuance program, $30 billion in equity and related securities offerings, and a $10 billion investment from Berkshire. Serenity believes that Alphabet's increased AI capital expenditure could benefit the upstream ecosystem, including supply chain companies such as Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC (TSM), and Micron (MU). However, he also noted that for Google shareholders, the impact may not be entirely positive, as such massive capital expenditure is not fully supported by free cash flow.