「Stock God」 Serenity: Google's $80 Billion Financing May Benefit Micron, TSMC, and Other Upstream Eco Companies

BlockBeats News, June 2nd, "Stock God" Serenity posted that they had not expected Google's parent company Alphabet to need $800 billion in AI capital expenditure financing, with participation and support from Berkshire Hathaway to build AI infrastructure for the mega-scale cloud service provider. This financing includes a $400 billion ATM issuance plan, $300 billion in stocks and related securities issuance, and a $100 billion investment from Berkshire Hathaway.

Serenity believes that Alphabet's expansion of AI capital expenditure may benefit the upstream ecosystem, including supply chain companies such as Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC, Micron (MU), and others. However, they also noted that for Google shareholders, since such a large-scale capital expenditure is not entirely supported by free cash flow, the impact may not necessarily be positive.