$Meta Platforms, Inc.(META)$ Meta is raising about 35 billion dollars in equity to fund the AI buildout, 22.5 billion in Class A stock and about 12.5 billion in mandatory convertible preferred. Capex this year is still guided at 135 to 145 billion dollars.
$NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ have indicated interest in buying up to 5 billion dollars of the Class A shares between them, nonbinding, same terms as everyone else. The suppliers selling Meta its compute are stepping up to fund their customer too.

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