Nvidia, AMD and Broadcom could buy Meta shares as part of $35 billion stock offering

Meta is issuing $95B in new stock, including $60B in nonvoting shares, to fund its AI investments. The offering is the largest this year, surpassing Google's $85B and Oracle's $25B. Meta shares rose 2% premarket. According to the company, the move aims to raise cash without diluting CEO Mark Zuckerberg's control.

Meta announced a $35B stock offering and plans another $60B program in 2027. Nvidia, AMD, and Broadcom may invest up to $5B. META stock is down 1% YTD and 10% in the last 12 months, according to the article. Investors debated potential returns and dilution effects.

Meta Platforms is raising $35 billion through stock offerings to fund AI investments, with plans for an additional $60 billion via non-voting Class C shares. Revenue grew 26% to $64.6 billion in Q3, but capital spending reached $34.9 billion, resulting in negative free cash flow. Meta's cash reserves are slightly above its long-term debt.

Meta announced a $95 billion stock offering to fund AI infrastructure and super intelligence development, marking one of the largest capital raises in tech history. The move follows recent share structure changes and strong earnings, signaling confidence in AI investments. Meta aims to build larger AI models, custom silicon, and data centers, positioning itself as a serious AGI contender. The raise may also lead to acquisitions and impact broader market dynamics.

Meta Platforms (META) announced a $35 billion equity financing plan, including $22.5 billion in Class A stock and $12.5 billion in convertible preferred stock, with an additional $60 billion ATM program. The funds will support AI infrastructure. Nvidia, AMD, and Broadcom may invest up to $5 billion. Meta's 2026 capex is forecasted at $135-145 billion, with Q3 revenue at $64.6 billion and net income at $9.9 billion. Shares initially fell but recovered.

Meta plans to raise up to $95 billion in equity, including $35 billion from public offerings of Class A common stock and depositary shares. Nvidia, AMD, and Broadcom have expressed non-binding interest in buying up to $5 billion of Class A stock. Proceeds will fund general corporate purposes, including AI spending, according to the company's SEC filing.