Wall Street Journal:

Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex  —  Massive spending commitments for data-center leases and chips aren't shown on companies' balance sheets

Wall Street Journal:

Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex  —  Massive spending commitments for data-center leases and chips aren't shown on companies' balance sheets

Source: TechMeme
Source Link: https://www.techmeme.com/260817/p7#a260817p7