The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat.
Google $20B Debt! 100-Year Bond? AI Bubble or AI Acceleration?
Alphabet is escalating the AI arms race with an $185 billion capex plan, funding it through an unprecedented global borrowing spree. After a $20B USD bond deal that drew over $100B in orders, Google has moved into CHF bonds for the first time and even launched a 100-year GBP bond—a rarity for tech firms.
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