Meta 宣佈發售 $95 billion 股票，為 AI 建設籌集資金
Meta announces $95B offering to fund AI
Meta 宣佈發售 $95 billion 新股以資助 AI 建設，這是公司自 2013 年以來首次發行新股。當中約 $60 billion 將以公司上週創設的無投票權股份形式募集；這項發售規模高於 Google 今年宣佈的 $85 billion 及 Oracle 的 $25 billion 股票出售。
Meta 的發售規模高於 Google 和 Oracle 今年公佈的股票出售，並呈現 AI 投資擴張對大型科技企業融資能力帶來的壓力。
Meta is issuing new stock for the first time since 2013, announcing a $95 billion offering to fund its AI buildout. About $60 billion will come in the form of new, nonvoting shares that the company created last week, a move that telegraphed its rapacious need for cash and CEO Mark Zuckerberg’s desire to raise it without diluting his control stake (and pay his tax bill).
The offering tops Google’s $85 billion and Oracle’s $25 billion announced stock sales this year.
All three show how the AI boom is stretching corporate balance sheets: The biggest cash-cow businesses in the world can no longer support it, and borrowing can no longer fill the gap. Hyperscalers are expected to spend $800 billion on AI this year and more than $1 trillion next year. Meta shares are up 2% premarket, suggesting that while credit investors are scared, stockholders are still sanguine.
來源：Semafor · semafor.com