$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Meta is raising up to $95B in equity to fund AI infrastructure. Even Nvidia, AMD and Broadcom are interested in buying some of the shares. The CapEx arms race is now being financed with more stock issuance. Does this change how you look at the whole AI spend cycle?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
