
An analysis reveals that Microsoft, Alphabet, Amazon, Meta, and Oracle have off-balance-sheet commitments of $1.35 trillion, an eightfold increase in four years. This "shadow debt," tied to AI data centers, is set to hit their books soon.
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An analysis reveals that Microsoft, Alphabet, Amazon, Meta, and Oracle have off-balance-sheet commitments of $1.35 trillion, an eightfold increase in four years. This "shadow debt," tied to AI data centers, is set to hit their books soon.