Samsung Securities Predicts AI Capex Surge as Big Tech Secures $12.5B Monthly Deal

According to Samsung Securities' weekly investment strategy report released July 6, big tech firms are expected to report Q2 earnings with AI capex guidance exceeding market consensus, potentially triggering a tech-led market rally focused on AI semiconductors. The brokerage cited recent major capital commitments: Anthropic secured 300-megawatt computing capacity from SpaceX's Memphis facility for $1.25 billion monthly; Nvidia issued $25 billion in corporate bonds; Alphabet conducted $85 billion equity placement; and Anthropic raised $35 billion. Samsung Securities analysts characterized recent market weakness as a reassessment of capital allocation strategies rather than doubt about AI itself, with tech giants diversifying funding sources to maintain spending momentum.
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