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Alphabet Raises $80 Billion for AI Infrastructure; TSMC, Broadcom, Micron May Benefit

2026-06-02 01:01:19

According to Serenity, a prominent investor, Alphabet recently announced an $80 billion financing to support its AI capital expenditure plan. The funding, which includes a $40 billion accelerated share repurchase program, $30 billion in stock and securities offerings, and a $10 billion investment from Berkshire Hathaway, will be directed toward AI infrastructure buildout for hyperscale cloud services. Serenity expects the expansion to benefit semiconductor supply chain companies including Lumentum, Broadcom, MediaTek, Taiwan Semiconductor Manufacturing Company (TSMC), and Micron.

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