Meta Boosts Equity Offering to $98 Billion, Raising Its AI Bet
THE SO WHAT
Meta moving toward a ~$98B equity raise for AI, alongside Anthropic’s IPO and Anduril’s capital needs, underlines how AI infra is being funded with equity-scale firepower, not just opex. If you’re a smaller player in the stack, assume your hyperscale counterparts will have effectively unlimited capital for chips, data centers, and models—and position around focus, speed, or specialization, not raw spend.
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