💼 Hidden Debts of AI Giants Reach $1.65 Trillion
Off-balance sheet debt of the five largest US tech companies has risen sharply due to large-scale investments in AI infrastructure. The main factors are long-term contracts for GPU supply and data center leasing. The volume of such obligations has increased eightfold over the last four years.
🌍 The growth of opaque obligations among market leaders complicates the assessment of real financial risks in the AI sector.
👤 The scale of spending highlights the aggressive arms race and the financial vulnerability of the largest corporations.