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Alphabet is turning the AI race into a capital markets test

Alphabet has upsized its AI-focused equity raise to about $84.75 billion, turning the infrastructure race into a capital markets story. The deal shows that even the strongest Big Tech balance sheets are being reshaped by the cost of compute.

Walter Schulze

5 min read

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Cerebras is turning Nvidia exclusion into an AI chip strategy

5 min read · 173 views

Liftoff tests whether the tech IPO window is really open

5 min read · 167 views

TSMC's AI chip warning puts video startups back on a clock

5 min read · 191 views

Monterey Park has turned data centers into a local political fight

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