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US tech giants' off-balance AI debt nearly doubles to $3.2T
What is US tech giants' hidden AI debt swells 90% to $3.2T in 6 months?
Hidden, off-balance-sheet obligations tied to AI infrastructure and R&D have jumped 90% in six months, reaching about $3.2 trillion. The liabilities now equal roughly 80% of the companies' total assets.
Who it is for
Investors, analysts and regulators should watch these mounting commitments as they could affect valuation and systemic risk.