POPA Recon$1.65T of Hidden Debt Is Piling Up Under the AI Boom
$1.65T of Hidden Debt Is Piling Up Under the AI Boom Nikkei went through the filings of Alphabet, Microsoft, Amazon, Meta and Oracle and found $1.65T in AI obligations that never hit a balance sheet - 8x more than four years ago, and bigger than the $1.35T of debt they actually report. Meta carries the heaviest load at ~$420B, roughly 3x its visible debt, while Oracle's sits at $273B - up 30x in four years on Stargate leases with Open AI. GPU contracts not yet delivered and data center leases not yet operational don't count as debt under accounting rules - they live in the footnotes. The BIS…
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