Alphabet

Alphabet Raises $80 Billion in Equity for AI Buildout Alphabet Inc. has announced one of the largest equity offerings in corporate history, planning to issue $80 billion in new shares to fund the construction of artificial intelligence data centers and computing infrastructure. The move signals the tech giant’s commitment to maintaining its competitive edge in the rapidly escalating AI arms race among Big Tech companies. Berkshire Hathaway, led by CEO Greg Abel, confirmed it will purchase $10 billion worth of the new shares, making it the largest single buyer in the offering. This marks a significant shift in Berkshire’s investment strategy under Abel’s leadership, following Warren Buffett’s reduced role in day-to-day portfolio decisions. ...

Alphabet’s stock has surged 140% over the past year, pushing its market cap above $4.6 trillion — just ~4% away from surpassing Nvidia. Options markets assign a 53% chance it happens by May 15.

Alphabet reports Q1 2026 results beating expectations, with Google Cloud revenue up 63% year-over-year. The company raises its 2026 capital expenditure guidance to $190 billion and expects to ‘significantly increase’ spending in 2027.

Google officially approves Pentagon use of its AI platforms for handling classified information, marking a significant shift in the tech giant’s relationship with the military.