Alphabet's $80 Billion Raise and DeepSeek's First Funding Round Landed in the Same Week
AI compute financing week of June 1-7: Alphabet $GOOGL announced an $80B equity raise on June 1 (largest equity offering on record per Yahoo Finance; $15B common, $15B mandatory convertible preferred, $40B ATM program, $10B Berkshire Hathaway $BRK.B private placement at ~$351.81/
AI compute financing week of June 1-7: Alphabet $GOOGL announced an $80B equity raise on June 1 (largest equity offering on record per Yahoo Finance; $15B common, $15B mandatory convertible preferred, $40B ATM program, $10B Berkshire Hathaway $BRK.B private placement at ~$351.81/$348.20 per share; first stock sale since 2005; 2026 capex guidance up to $190B per CNBC). DeepSeek finalizing first external round >50B yuan (~$7.4B) at $52-59B post-money per SCMP/CNBC (Liang Wenfeng ~$3B, Tencent ~$1.5B, CATL ~$740M; National AI Industry Investment Fund, NetEase $NTES, JD.com $JD in final talks per TechNode). Nvidia $NVDA Vera Rubin full production (GTC Taipei June 1), Samsung/SK Hynix/Micron $MU all HBM4-certified June 5, Q3 delivery. Context: CreditSights $660-690B 2026 hyperscaler capex. Closing fact: DeepSeek V3 technical report listed $5.6M training compute cost (Dec 2024) vs $7.4B raise now.