$Meta Platforms, Inc.(META)$ S

$Meta Platforms, Inc.(META)$ So far this year Alphabet, Amazon, Meta, Microsoft, and Oracle have raised well over $150 billion combined through debt and equity sales to build data centers, fund new AI models, and support the wave of AI agents. Intel recently announced a $15 billion stock offering and later upsized it to $20 billion.

Financial firms are now looking at the market from a different angle. Goldman Sachs CEO David Solomon mentioned that asset-based financing is starting to show up against this infrastructure buildout, and honestly that makes sense because these are real assets with real value. KKR's Waldemar Szlezak seems to share a similar view, seeing AI equipment picking up some familiar money-making characteristics.

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