Episode Details

Alphabet is launching one of the largest stock offerings ever, aiming to raise up to $80 billion to fuel its AI infrastructure boom — including a $10 billion infusion from Berkshire Hathaway. Half the funds will scale AI compute globally, while the other half supports employee equity. With cloud growth accelerating and search remaining resilient, Alphabet is betting big on AI’s future — even as investors remain wary of returns amid the massive capital demands of this new tech arms race.

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