AIMint Technologyabout 2 hours ago
AI debt risks rise as hyperscalers spend big
1 min read
Jefferies reports that hyperscalers are funding AI investments through debt, issuing $194 billion in investment-grade debt this year. Combined capital expenditure for Microsoft, Amazon, Meta, and Alphabet is estimated at $695 billion in 2026 and $870 billion in 2027. Remaining performance obligations reached $2.1 trillion, up 184% from a year earlier.
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