"New Stock God" Serenity: Google's $80 Billion Financing May Benefit AI Supply Chain Companies Like Micron and TSMC

Odaily Planet Daily News "New Stock God" Serenity stated that he had not previously anticipated that Google's parent company Alphabet would need financing to support its $80 billion AI capital expenditure plan, and noted that the funds will be used for AI infrastructure construction by hyperscale cloud service providers.

According to his introduction, this financing includes a $40 billion ATM issuance plan, $30 billion in stock and related securities issuance, as well as a $10 billion investment from Berkshire Hathaway.

Serenity believes that Alphabet's expansion of AI capital expenditure is expected to benefit upstream supply chain companies such as Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC (TSM), and Micron (MU). However, he also pointed out that for Google shareholders, such large-scale capital expenditure is not entirely supported by free cash flow, so its impact may not necessarily be entirely positive.