**["New Stock God" Serenity: Google's $80 Billion Financing May Benefit Upstream Ecosystem Companies Like Micron and TSMC]** BlockBeats News, June 2 — "New Stock God" Serenity posted that it was unexpected for Google's parent company, Alphabet, to require $80 billion in financing for AI capital expenditures, with Berkshire Hathaway participating to support the construction of AI infrastructure for hyperscale cloud service providers. This financing includes a $40 billion ATM issuance plan, $30 billion in stock and related securities issuance, and a $10 billion investment from Berkshire. Serenity believes that Alphabet's expansion of AI capital expenditures may benefit the upstream ecosystem, including companies in the supply chain such as Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC (TSM), and Micron (MU). However, Serenity also noted that for Google shareholders, the impact may not necessarily be positive, as such large-scale capital expenditures are not entirely supported by free cash flow. [Original Link]