Dude, check out this massive move from Google/Alphabet. They're seriously throwing down $80 BILLION to fuel their AI race.<br> <br> It’s wild how much capital is being poured into this thing. You look at Anthropic just raising $65B, and OpenAI's spending commitments are into the trillion-dollar range. And now Google's parent company is pulling out $80B in stock sales to build out their AI compute infrastructure. That's not just spending; that's a full-on commitment to the arms race.<br> <br> Alphabet basically admitted that even holding the parent company, they aren't fully funded for this. Their expected CapEx for this year is already pegged between $180-$190B, and they expect that to jump even more in 2027. It shows just how hungry the competition is to keep up the compute game.<br> <br> The kicker is the observation about profitability. There's this site called "Is AI Profitable Yet?" that breaks down spending vs. revenue for giants like Google, Meta, and OpenAI, and it suggests most of their AI spend isn't paying off yetβ€”NVIDIA is the real money machine, apparently.<br> <br> This confirms what everyone suspects: the infrastructure build-out is the bottleneck right now, not the application layer. If they can nail this compute spend, the next wave is going to be totally different.<br> <br> Source: https://www.engadget.com/2185672/googles-parent-company-is-raising-80-billion-to-fuel-its-ai-ambitions/